Recruit Wealth is recruiting experienced Paraplanners for multiple regional teams across the UK. The role involves supporting Financial Planners, gathering client data, and delivering well-researched, compliant financial planning reports.
You will contribute to preparing suitability reports, researching solutions, and ensuring all regulatory and internal processes are met. The successful candidate will be highly organised, detail-focused and customer-service oriented.
#J-18808-Ljbffr
Hybrid Paraplanner - Wealth Planning Specialist in Stafford 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.
