Hybrid Paraplanner: Technical Financial Planning Specialist

Hybrid Paraplanner: Technical Financial Planning Specialist

Full-Time No working from home possible
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Recruit UK in Wigan is seeking an experienced Paraplanner to support Financial Planners throughout the advice process in a hybrid role (3 days in the office, 2 days at home).

You will draft accurate suitability reports, provide detailed research on pensions, investments and retirement planning, and ensure recommendations are compliant and robust for clients.

This is an excellent opportunity to develop your career within a collaborative, supportive team.

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Hybrid Paraplanner: Technical Financial Planning Specialist employer: Recruit UK

Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.

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Contact Details:

Recruit UK Recruitment Team