Paraplanner

Recruit Wealth Ltd; Chorley; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A growing financial planning business in Chorley is seeking a skilled Paraplanner to compile detailed reports and support Financial Planners. The ideal candidate will have experience in a financial advice firm, excellent communication, analytical skills, and proficiency in relevant software. Benefits include quarterly bonuses, 25 days holiday, study support, and hybrid working options.

Benefits

Quarterly paraplanning bonuses

25 days holiday plus bank holidays

Study support for industry exams

Flex/Hybrid working

Qualifications

• Experience in a financial advice firm and paraplanner skills.
• Reliable individual with ability to manage workloads.
• Flexibility and adaptability to cope with change.

Responsibilities

• Compile detailed financial planning reports.
• Support Financial Planners with product research.
• Assist with client queries and maintain records.

Skills

Paraplanner skills

Communication skills

Analytical skills

Organisational skills

IT skills

Education

Diploma qualified

Tools

IO/Intelligent Office software

Word

Excel

PowerPoint

Job description

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 service across financial planning, wealth management, investment management and professional services.

This newly created Paraplanner role is located for their Chorley regional hub, one of 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 financial advice firm and paraplanner skills are essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience.
• Experienced in using IO/Intelligent Office software ideally.
• 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.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.