Job Description
Job Title: Paraplanner
Industry: Wealth management
Location: Wymondham (Norwich)
Salary: £35k+
Job Reference: 9748
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a respectable Wealth Management Company in Norwich.
They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.
You will be joining the paraplanning team supporting Financial Advisers.
Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.
The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.
Key Accountabilities:
1. To provide technical and research support to the planners
2. To assist the support team and compliance department when required
3. Prepare suitability reports and summary of recommendations for processing team
4. Question the planner’s recommendations if applicable
5. Learn and maintain an understanding of firms centralised investment proposition
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