Paraplanner

Recruit Wealth; Warwick; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm in Warwick is seeking a Paraplanner to provide support to Financial Planners. Responsibilities include compiling financial planning reports, conducting product research, and maintaining accurate client records. The ideal candidate has experience in a financial advice firm. This is an excellent opportunity to join a fast-growing national business.

Qualifications

• Experience in a financial advice firm.
• Proficient in compiling detailed financial planning reports.
• Ability to conduct product research.

Responsibilities

• Compile detailed financial planning reports for Financial Planners.
• Support Financial Planners in researching products.
• Assist with client reviews and requests.

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 Warwick 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...