Paraplanner

Recruit Wealth Ltd; Dinnington; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A prominent Financial Planning firm in Dinnington is seeking a qualified Paraplanner to produce financial reports and support Financial Planners. This role offers a hybrid working model, competitive benefits including bonuses and study support, and opportunities for further career progression in the financial services sector.

Benefits

Quarterly paraplanning bonuses

25 days holiday plus bank holidays

Day off for your Birthday

Annual salary reviews

Study support for professional industry exams

Life Assurance

Private pension

Corporate Eyecare cover

Holiday Purchase Scheme

Flex/Hybrid working

Qualifications

• Experience in a financial advice firm and paraplanner skills is essential.
• Diploma qualified is highly desirable but consideration will be made for relevant skills and experience.
• Outstanding communication skills at all levels.
• Experience of working as part of a team.

Responsibilities

• Compile detailed financial planning reports for Financial Planners.
• Support Financial Planners by conducting product research.
• Act as a point of contact for clients' technical queries.
• Maintain client records on company software ensuring compliance.

Skills

Financial advice experience

Communication skills

Analytical skills

Organizational skills

IT proficiency

Education

Diploma qualification

Tools

IO/Intelligent Office software

Microsoft Office (Word, Excel, PowerPoint)

Job description

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK.

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

They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now.

This newly created Paraplanner role is located for their Dinnington 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.
• 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

• 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 office, 2 days WFH.

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