*Welcoming applications from experienced and less experienced Paraplanners*
An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser.
Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.
The role:
- Working closely with advisers to deliver compliant, high-quality advice, including:
- Writing financial planning and suitability reports
- Researching products and preparing illustrations/recommendations
- Preparing review packs and maintaining accurate client records
- Assisting with client queries and plan submissions
- Staying up to date with products, legislation, and compliance requirements
- Ensuring files and documentation are accurate, well-presented, and compliant
The person:
- Experienced in paraplanning with strong technical and report-writing skills.
- Diploma qualified (or working towards) is desirable.
- Highly organised, reliable, and client-focused with excellent written and verbal communication.
- A proactive team player with strong problem-solving and analytical skills.
Starting Salary:
- £43,000-£45,000 per annum
Benefits:
- Hybrid working
- 25 days holiday, plus Bank Holidays & your birthday off!
- Professional industry exams paid for, along with study supported
- In-House Training Academy
- Annual Salary Review
- Life Assurance & Pension
- Progression through to Adviser if desired
Unsure if you should apply? Or you don't have a CV?
No problem! Send us a way of contacting you and we'll provide all of the information you'll need to make an informed decision. Then if you need to do a CV we can even help you with that.
Everyone will receive a reply.
richard@recruitment22.co.uk
Paraplanner employer: RECRUITMENT 22 LIMITED
Join a highly regarded team of Financial Advisers in Stokenchurch, where you will benefit from a supportive work culture that prioritises professional development and offers flexible hybrid working arrangements. With opportunities for progression to Adviser, comprehensive training, and generous benefits including 25 days holiday plus your birthday off, this is an excellent employer for those seeking a rewarding career in paraplanning.
