Paraplanner

Recruit Wealth; Sheffield; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial planning business in the UK is looking for a Paraplanner to join their team in Sheffield. This role involves compiling financial planning reports, supporting Financial Planners, and maintaining client records. Candidates should have experience in a financial advice firm and a strong understanding of financial products and legislation. This opportunity offers growth within a dynamic and award-winning company.

Qualifications

• Experience in a financial advice firm and paraplanning.
• Strong understanding of financial products and legislation.

Responsibilities

• Compiling detailed financial planning reports for the Financial Planners.
• Support Financial Planners by researching products.
• Act as a point of contact for clients' technical queries.
• Arrange plan submissions to company providers.
• Maintain accurate and compliant client records.
• Prepare client review packs and conduct illustration requests.
• Keep updated with financial products and legislation.
• Comply with all firm and industry 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 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 paraplann...