Paraplanner

Recruit Wealth; Newcastle-under-Lyme; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning firm in Newcastle-under-Lyme is seeking a Paraplanner to compile financial reports and support Financial Planners. The ideal candidate will have experience in a financial advice firm and a strong understanding of financial products. Join a dynamic team in a fast-growing sector offering opportunities for growth. This role ensures compliance with industry regulations and provides essential client support.

Qualifications

• Experience in a financial advice firm.
• Understanding of financial products and legislation.
• Strong communication and research skills.

Responsibilities

• Compile detailed financial planning reports for clients.
• Support Financial Planners by researching products.
• Maintain accurate client records and files.
• Comply with industry guidelines and regulations.

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 Newcastle 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 paraplann...