Paraplanner

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

Job summary

A leading financial planning company in the UK is seeking a Paraplanner to support their Financial Planners by compiling financial reports, conducting product research, and maintaining client records. The role offers hybrid working with a mix of office and remote work, alongside a variety of benefits including bonuses, holidays, and study support. Candidates must have experience in a financial advice firm and strong organisational and communication skills.

Benefits

Quarterly bonuses

25 days holiday plus bank holidays

Birthday off

Annual salary reviews

Study support for professional exams

Holiday Purchase Scheme

Life Assurance

Private pension

Corporate Eyecare cover

Qualifications

• Experience in a financial advice firm and paraplanner skills are essential.
• Diploma qualified is highly desirable but not mandatory.
• Reliable individual capable of managing workloads.

Responsibilities

• Compile detailed financial planning reports for clients.
• Support Financial Planners with product research.
• Assist with client reviews and day-to-day queries.
• Maintain client records and ensure compliance.
• Prepare client review packs and conduct Illustration requests.

Skills

Experience in a financial advice firm

Outstanding communication skills

Analytical and problem-solving skills

Excellent organisational and multi-tasking abilities

Flexibility/adaptability to cope with change

Education

Diploma qualification

Tools

IO/Intelligent Office software

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 Braintree 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 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 office, 2 days WFH.

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.