At a Glance
- Tasks: Support Financial Planners by producing reports and conducting detailed research.
- Company: Join one of the UK's fastest-growing financial planning firms with a collaborative culture.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting growth opportunities in a dynamic and award-winning company.
- Why this job: Be a key player in delivering personalised financial solutions and making a real impact.
- Qualifications: Strong analytical skills and a passion for financial planning.
The predicted salary is between 33075 - 40425 £ per year.
Recruit Wealth are delighted to be representing one of the UK s fastest growing and most highly regarded national Financial Planning names.
This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services.
With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.
Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Cambridge regional hub.
This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process.
You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The
Role: As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your responsibilities will include: * Producing high quality suitability reports * Conducting detailed research on financial products, providers and strategies * Supporting Financial Planners with client reviews and ongoing planning needs * Acting as a technical support contact for the financial planner and client queries * Submitting applic...
Paraplanner employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an exceptional employer located in Belfast, offering a dynamic work environment where paraplanners are integral to the financial planning process. With a strong emphasis on collaboration, employees benefit from hybrid working arrangements, comprehensive study support for professional qualifications, and clear pathways for career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
