Vacancy Detail

Paraplanner

Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.

Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.

What will your role entail?

• Working in collaboration with the financial advisers and other colleagues, you will assist in preparing recommendations in line with company policy including preparing and maintaining client records.
• Research and analyse products and providers for clients, compiling suitability reports and annual reviews to meet client needs.
• Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude.
• Reviewing both new contracts and alterations in product provider’s terms, identifying suitable solutions for product recommendations to financial advisers.
• Ensuring that all research material is on file and that records are in line with company standards.
• Maintaining company procedures for the 'backoffice’.
• Proactively identifying opportunities to enhance compliance and best practice for all submissions ensuring documentation is accurate.
• Undertake annual review for existing clients, researching, analysing and making appropriate recommendations where applicable.
• Dealing with clients both on the telephone and face to face.

What credentials will you have?

• Experienced Paraplanner - ideally with 2 years+ in the role
• Able to 'problemsolve’ and formulate solutions.
• Level 4 Diploma or working towards.
• Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
• Attention to detail, with excellent written and verbal communication skills.
• Strong professional interpersonal skills dealing with both advisers, colleagues and clients, with the aptitude to quickly build rapport.
• Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific computer applications.
• Ability to work on own initiative with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.

Benefits of joining the business

• Flexible working - Office/Home - Hybrid
• 25 days holiday and a day off for Birthday plus bank holidays - Holiday increase for years accrued
• Annual salary review
• Annual bonus
• Share options
• Staff awards
• Study support for professional exams
• DIS
• Health Insurance
• Pension
• Progression to Financial Adviser if desired

Our client offers genuine career opportunities for all their staff with excellent management who are always approachable, friendly and on call for further support.

Our client is happy to consider career Paraplanners, but can cater for those with aspirations to become an Adviser, with their in-house Academy program.

Please note: Whilst home/hybrid working is offered, you must be within a commutable distance to their regional offices.

Recruit Wealth has supported this business for many years, we hold them in high regard with their staff retention and reputation across the Financial Services industry.

Please apply to us here at Recruit Wealth for an immediate response

Location: Lincoln, Lincolnshire | Salary: 38000 - 45000 per year | Job type: Permanent | Posted: 15/11/2023