Job Description
Paraplanner
Location: Stamford
Salary: Up to £50,000
Duration: Full time, Permanent
We are working with a Chartered Independent Financial Adviser based in Stamford who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
- Assist financial planners in preparing financial plans, investment strategies, and recommendations.
- Conduct research on investment products, pensions, tax, and other financial matters.
- Analyse client data to support financial recommendations.
- Prepare and maintain client documentation and reports.
- Liaise with clients, providers, and other professionals as required.
- Ensure that all work complies with regulatory requirements and company policies.
- Manage and track the progress of client cases and ensure timely delivery of financial plans.
On Offer?
- Salary of up to £50,000
- 2 days a week working from home
- 25 days annual leave bank holidays
- Company Bonus scheme
- Study support to Chartered Status
What’s Next?
If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours
Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Locations
Paraplanner in Lincolnshire, Stamford employer: WEALTHLINK RECRUITMENT LTD
As a Chartered Financial Adviser in Birmingham, you will thrive in a dynamic work culture that prioritises collaboration and client-centric service. With a competitive salary, robust benefits package, and opportunities for professional growth, our firm is dedicated to supporting your career while ensuring you deliver exceptional financial planning strategies tailored to each client's unique needs. Join us to be part of a team that values long-term relationships and empowers you to make a meaningful impact in clients' lives.
Contact Details:
WEALTHLINK RECRUITMENT LTD Recruitment Team
