Paraplanner - Financial Services

Mcgregor Recruitment.; Congleton; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading Wealth Management firm in the UK is seeking an experienced Paraplanner to deliver comprehensive paraplanning services. You will support Financial Advisers and engage in direct client communication, utilizing your technical knowledge of defined benefits and pension schemes. This role offers an exceptional opportunity for career progression within a supportive and professional environment. Report writing and documentation preparation are key aspects of your responsibilities.

Qualifications

• Experience with defined benefits and pension schemes is necessary.
• Strong skills in documentation and client communication.
• Ability to work alongside Financial Advisers.

Responsibilities

• Provide comprehensive paraplanning services.
• Prepare reports and documentation for approval.
• Assist with pension scheme investments and calculations.

Skills

Technical knowledge

Research skills

Analysis skills

Report writing

Client liaison

Education

Relevant Financial Planning qualifications

Job description

Our client is looking for an experienced Paraplanner to join a successful Wealth Management business. Providing a full paraplanning service, you will work alongside a team of fellow paraplanners and support one of the industry’s leading financial specialists within Final Salary Pension Schemes.

Our client is quite simply a FANTASTIC company to be part of and you will be based in a supportive, friendly and professional environment. You will also be given every opportunity to progress your career further.

So what do we need?

The perfect candidate will be good technically and understand “defined benefits”. You will have strong research, analysis and report writing skills and have the relevant Financial Planning qualifications. Some of the key duties will include:

• Report writing
• Preparing and checking documentation
• Extensive liaison with clients both over the phone and face to face
• Daily use of specialist industry systems
• Extensive liaison with Financial Advisers
• Preparing all documentation and paperwork for sign off
• Assisting with pension scheme investments and calculating scheme benefits

There will be a lot more to the role of Paraplanner and you must have experience of having regular client contact and be passionate about the Financial Services industry. This really is an exceptional opportunity to progress your Financial Services career within an incredibly successful and professional organisation.