Vacancy Detail

Paraplanner

Recruit Wealth are representing a Financial Planning practice who are part of a national brand to seek an experienced Paraplanner.

They are looking to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their wealth within pensions and investments.

Your role will be to conduct detailed research and create suitability reports based on the client’s situation in the short, medium, long term relating to pensions and investments whilst using advanced back office software and systems.

As a Paraplanner you will be required to be involved in the financial planning process, sitting in on meetings with the Planners clients, collaborating on ideas and securing their financial future.

The successful applicant will ideally be Diploma status already (but not essential if you are working towards this) and have around 2 years experience in a similar role as a Paraplanner ideally.

You will have in depth knowledge of Pensions and Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of back office software. If you possess experience of using Intelligent Office this would be highly desirable.

Full training on systems and internal procedures will be offered from the senior team as you on board in to the role.

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a recognised, modern and forward thinking firm.

A very generous salary, company benefits, progression as well as a professional and encouraging working culture are all available with this opportunity.

Please apply for an immediate response here at Recruit Wealth.

Location: Warrington | Salary: 35000 - 40000 per | Job type: Permanent | Posted: 10/08/2021