Paraplanner

Recruit Wealth are delighted to be representing one of the UK’s most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service.

Their mission is simple but powerful – to make a genuine difference to people’s lives by helping clients achieve financial security and live the life they deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning industry.

Thanks to continued growth, headcount and more client demand, the company is expanding across the UK and now looking to appoint experienced Paraplanners to join several of their regional office & teams. The Opportunity This is a fantastic opportunity to join a highly professional, collaborative and modern Financial Planning environment, where Paraplanners are totally valued as an integral part of the advice process.

Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.

Your responsibilities will include

Working alongside Financial Planners to understand client objectives and financial planning needs Assisting in gathering and analysing client information to build a complete financial picture Ensuring all information obtained is aligned with internal policy Identifying planning opportunities and researching appropriate solutions to meet client goals Assisting with tax calculations and planning strategies where required Preparing comprehensive financial suitability reports and recommendations for adviser approval Ensuring all compliance documentation is complete and accurate prior to presenting advice Preparing supporting documentation and recommendation packs for clients Ensuring all signed client authorisations are in place before any transaction is implemented Skills, Experience & Desirable Attributes At least 2 years’ experience in a Paraplanning role Technical knowledge of pensions, investments and other complex advice areas Ideally Diploma qualified, or very close to being qualified and willing to pursue further qualifications Experience preparing suitability reports and conducting technical research Strong analytical ability with excellent attention to detail Confident communicator with strong client service awareness Highly organised with the ability to prioritise and manage multiple cases Comfortable and competent working with financial planning back office systems and research tools Professional, dependable and able to work effectively both independently and as part of a team ...

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