Paraplanner

Recruit Wealth; Chesham; On-site; GBP 35,000 - 50,000; Full time

Job summary

A financial planning firm in Chesham is looking for a Paraplanner to support Financial Planners by compiling reports, conducting product research, and maintaining client records. Candidates should have experience in financial planning, a strong attention to detail, and a commitment to client service. This role offers the chance to work in a fast-growing, client-centric environment with a regulatory focus.

Qualifications

• Experience in financial planning or related field.
• Ability to compile financial reports accurately.
• Strong research skills and client service orientation.

Responsibilities

• Prepare detailed financial planning reports for clients.
• Assist Financial Planners in product research.
• Act as a point of contact for client queries.
• Ensure compliance with regulations and guidelines.

Job description

Recruit Wealth

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.

Our client provides a truly holistic, independent, client centric regulated service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Chesham regional hub, one of their 50+ national offices. They are award winning and recognised as one of the prominent names in the Financial Services industry.

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 our 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 f...