Overview
Paraplanner role for a fast‑growing national Financial Planning business in the UK. The client provides a holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly featured in the financial press and are PE backed for growth and expansion. This newly created Paraplanner role is located at their Droitwich regional hub, one of 50+ national offices.
Responsibilities
* Compiling detailed financial planning reports for the Financial Planners to present to clients
* Support the Financial Planners by conducting research on products and helping find the right solutions for clients
* Assisting with reviews and requests, acting as a point of contact for clients’ technical day-to-day queries
* Arranging for plans to be submitted to company providers
* Maintain client records on company software, ensuring all files are well-presented, accurate and compliant
* Prepare client review packs and conduct illustration requests
* Keep up to date with financial products and legislation
* Comply with all firm and industry guidelines, rules and regulations
Role Requirements
* Experience in a financial advice firm and paraplanner skills is essential
* Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience
* Experience in using IO/Intelligent Office software is ideal
* A reliable individual who has the ability to manage and prioritise workloads
* Outstanding communication skills at all levels
* Analytical and problem-solving skills
* Experience of working as part of a team
* Excellent organisational and multi-tasking abilities are essential
* Flexibility/adaptability to cope with change
* Confident with IT and office software packages Word, Excel, PowerPoint
Benefits Of Joining The Business
* Quarterly paraplanning bonuses
* 25 days holiday plus bank holidays
* Day off for your Birthday
* Annual salary reviews
* Staff awards
* Study support for professional industry exams
* Adviser Academy if desired
* Progression
* Holiday Purchase Scheme
* Life Assurance
* Private pension
* Corporate Eyecare cover
* Flex/Hybrid working
This opportunity is being offered on a hybrid working week: 3 days in the office, 2 days working from home.
The business offers genuine career opportunities with excellent management who are approachable and available for support. Recruit Wealth have supported this business for many years and are highly regarded for staff retention and reputation across the UK.
Location: Droitwich, Worcestershire | Salary: £38,000 - £45,000 per year | Job type: Permanent
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