Paraplanner
other jobs WEALTHLINK RECRUITMENT LTD Job
Added before 3 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job descriptionParaplanner
Location: Sutton Coldfield
Salary: Up to £45,000
Working Pattern: Hybrid – 3 days in office / 2 days from home
Benefits: Competitive benefits package
Progression: Clear pathway to Team Leader in the future
Overview
An excellent opportunity for an experienced Paraplanner to join a financial planning support team, providing technical paraplanning services to Financial Advisers.
Key Responsibilities
*Support Financial Advisers with the preparation of financial plans and suitability reports
*Conduct detailed research across pensions, investments, tax and financial planning solutions
*Analyse client information to support suitable recommendations
*Produce accurate, compliant and well-structured client reports
*Liaise with advisers, clients, providers and third parties as required
*Ensure all work meets regulatory and internal compliance standards
*Track and manage cases through to completion
*Support client meetings and follow-up actions where required
What’s on Offer
*Salary up to £45,000
*Competitive benefits package
*Hybrid working – 3 days office / 2 days home
*Strong technical and collaborative team environment
*Exposure to a wide range of financial planning cases
*Clear progression pathway to Team Leader level
*Long-term career development opportunities
Wealth, Paraplanning, Financial Services
Location: Sutton Coldfield
Salary: Up to £45,000
Working Pattern: Hybrid – 3 days in office / 2 days from home
Benefits: Competitive benefits package
Progression: Clear pathway to Team Leader in the future
Overview
An excellent opportunity for an experienced Paraplanner to join a financial planning support team, providing technical paraplanning services to Financial Advisers.
Key Responsibilities
*Support Financial Advisers with the preparation of financial plans and suitability reports
*Conduct detailed research across pensions, investments, tax and financial planning solutions
*Analyse client information to support suitable recommendations
*Produce accurate, compliant and well-structured client reports
*Liaise with advisers, clients, providers and third parties as required
*Ensure all work meets regulatory and internal compliance standards
*Track and manage cases through to completion
*Support client meetings and follow-up actions where required
What’s on Offer
*Salary up to £45,000
*Competitive benefits package
*Hybrid working – 3 days office / 2 days home
*Strong technical and collaborative team environment
*Exposure to a wide range of financial planning cases
*Clear progression pathway to Team Leader level
*Long-term career development opportunities
Wealth, Paraplanning, Financial Services
Job number 3792384
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Company Details:
WEALTHLINK RECRUITMENT LTD Job
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...