Job Description 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 Rotherham 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. 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. 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 You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team. Previous paraplanning experience with financial advice Experience with Intelligent Office, highly desirable Strong IT skills including Word, Excel and PowerPoint This business is passionate about investing in its people and supporting long-term careers within financial planning. 25 days holiday + bank holidays ~ Option to purchase up to 5 additional days holiday ~ Your birthday off ~ Quarterly paraplanning bonus scheme ~ Annual salary reviews ~ Adviser Academy and clear career progression pathways ~ Staff recognition and annual awards ~ Private pension ~ Life assurance ~ The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Pension Paraplanner in Rotherham 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.
