At a Glance
- Tasks: Provide top-notch technical research and create suitability reports for clients.
- Company: Prestigious financial planning firm in Middlesbrough with a focus on quality service.
- Benefits: Competitive salary, remote work options, and opportunities for professional growth.
- Other info: Enjoy a supportive environment with a focus on compliance and client satisfaction.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Level 4 qualified or experienced Technical Paraplanners welcome.
The predicted salary is between 35000 - 45000 £ per year.
Recruit UK are working with a prestigious client based in Middlesbrough, who are looking for a Paraplanner to join their team. As a paraplanner you will provide technical research services to the Financial Planners and ensure the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the practice to achieve its goals. This role is open to Technical Paraplanners and Paraplanners who are level 4 qualified.
Duties will include but not limited to:
- Create suitability reports following annual reviews and new business client meetings
- Research products and preparing recommendations
- Responsible for technical research, cash flow modelling, producing recommendations
- Attending client meetings where appropriate
- Client focus ensuring clients receive the best possible service every single time
- Adhere to FCA regulations and ensure compliance
Benefits: Competitive salary of £35,000 - £45,000
We think you need these skills to ace Paraplanner in Middlesbrough
Technical Research
Suitability Report Creation
Cash Flow Modelling
FCA Regulations Compliance
Client Service Orientation
Recommendation Preparation
Attention to Detail
