Recruit Wealth is seeking experienced Paraplanners to join several regional teams & offices. You will work closely with Financial Planners and IFA Administrators to deliver well-researched, compliant financial planning solutions.
You will gather client information, prepare detailed suitability reports and ensure all documentation is in place before advice is presented. Hybrid working, strong support for exams and development are offered.
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Experienced Paraplanner - Hybrid Financial Planning in Warwick 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.
