Vacancy Detail
View vacancy list
Paraplanner
Recruit Wealth is delighted to represent a highly successful, fast growing, national Financial Planning business currently recruiting experienced Paraplanners to join several offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for. They deal with private clients relating to pensions and investment advice, ensuring financial security with expert guidance.
What will your role entail?
* Working in collaboration with financial advisers and other colleagues, assisting in preparing recommendations in line with company policy including preparing and maintaining client records.
* Researching and analysing products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
* Researching investment funds on an ongoing basis to ensure they are performing in line with expectations and ensuring all recommended funds are suitable for a client’s risk attitude.
* Reviewing new contracts and alterations in product provider terms, identifying suitable solutions for product recommendations to financial advisers.
* Ensuring that all research material is on file and that records are in line with company standards.
* Maintaining company procedures for the backoffice.
* Proactively identifying opportunities to enhance compliance and best practice for all submissions, ensuring documentation is accurate.
* Undertaking annual review for existing clients, researching, analysing and making appropriate recommendations where applicable.
* Dealing with clients both on the telephone and face to face.
What credentials will you have?
* Experienced Paraplanner – ideally with 2 years+ in the role.
* Able to problem‑solve and formulate solutions.
* Level 4 Diploma or working towards it.
* Excellent knowledge of key areas of financial planning, including trusts, personal taxation, pension legislation, protection, and investment principles.
* Attention to detail, with excellent written and verbal communication skills.
* Strong professional interpersonal skills dealing with advisers, colleagues and clients, with the aptitude to quickly build rapport.
* Fully competent with MS Office; expert Excel knowledge an advantage.
* Ideal candidates familiar with industry‑specific computer applications.
* Ability to work on own initiative with strong organisational skills to plan and manage workload and prioritise tasks as appropriate.
Benefits Of Joining The Business
* Flexible working – Office/Home – Hybrid
* 25 days holiday and a day off for birthday plus bank holidays – holiday increase for years accrued
* Annual salary review
* Annual bonus
* Share options
* Staff awards
* Study support for professional exams
* DIS
* Health Insurance
* Pension
* Progression to Financial Adviser if desired
We are happy to consider career paraplanners, but can cater for those with aspirations to become an adviser, with our in‑house Academy program.
Please note: Whilst home/hybrid working is offered, you must be within a commutable distance to the regional offices.
Location: Lincoln, Lincolnshire | Salary: £38,000 - £45,000 per year | Job type: Permanent | Posted: 15/11/2023
#J-18808-Ljbffr