Recruit Wealth are delighted to be representing one of the UK's leading Financial Planning and Wealth Management names. This Paraplanner role offers a fantastic opportunity to join a professional, collaborative team and contribute to delivering independent, high‑quality financial advice.
You will work closely with Financial Planners and Administrators, gather and analyse client information, prepare suitability reports, ensure compliance, and support with tax calculations and planning strategies.
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Paraplanner - Hybrid Role with Growth & CPD in Bromsgrove employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
