Recruit UK is seeking an experienced Associate Paraplanner to join a growing wealth management firm in Kettering. You will provide technical and administrative support to Financial Planners to ensure high-quality client experiences.
Responsibilities include preparing annual review packs, drafting suitability reports, researching products and providers, and building cashflow models to support financial planning advice. The role offers progression and a supportive team environment.
#J-18808-LjbffrAssociate Paraplanner - Wealth Management & RO Exams in Kettering employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
