Paraplanner

3 Days Old

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 skills is essential.
* Diploma qualified is highly desirable but consideration will be made for candidates who have the...
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Location:
Royal Leamington Spa
Salary:
£36,000 - £38,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

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