Paraplanner
Recruit Wealth is representing a highly successful Independent Financial Planning business looking to recruit an experienced Paraplanner to their team.
Our client offers rewarding, long‑term careers for all staff. They have an enviable reputation and provide full financial planning, accountancy and legal advice services. They are long established and a trusted name for the professional services they offer to clients.
The company typically deals with high‑net‑worth clients relating to pensions, investments and working towards ensuring their financial security with expert advice and guidance.
Overview Of The Role
* Providing accurate, timely and compliant suitability reports
* Utilising all technology to produce accurate solutions for clients
* Carrying out relevant financial calculations on behalf of the advisers
* Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements
* Working with the advisers to gather sufficient client information
* Responsible for clear and concise instructions to Administration Team to ensure proposals and documentation are correctly completed
Knowledge And Experience
* Strong written and verbal communication skills
* Good organisation skills
* Confident using Microsoft Office products and the ability to learn new systems and processes
* Good working knowledge/experience of the financial services industry and suitability reports
* Comprehensive knowledge of a wide range of financial products and services
* Confident undertaking the research required to assess a piece of advice
* Good track record in delivering customer satisfaction
* Ideally Diploma Level 4 qualified or working towards
A generous salary, company bonus, benefits, progression as well as a professional and encouraging working culture are all available.
Home and office working is fully supported.
Location: Loughborough, Leicestershire
Salary: £38,000 - £43,000 per year
Job type: Permanent
Posted: 25/09/2023
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