Paraplanner

Recruit Wealth; Worthing; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm located in Worthing is seeking a Paraplanner to compile financial reports and assist Financial Planners. The ideal candidate will have experience in a financial advice firm and strong organizational skills. This role offers the opportunity to support clients and maintain detailed financial documentation. Excellent knowledge of financial products and regulations is a must.

Qualifications

• Experience in a financial advice firm and paraplanning is essential.
• Strong attention to detail and organizational skills are required.
• Understanding of financial products and regulations.

Responsibilities

• Compile detailed financial planning reports for Financial Planners.
• Support Financial Planners by researching products and solutions.
• Act as a contact for clients' day-to-day queries.
• Maintain accurate client records and prepare documentation.
• Stay updated with financial products and legislation.

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 Worthing 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 paraplanne...