Paraplanner

4 Days Old

Recruit Wealth are delighted to be representing one the UK’s best known national Financial Planning and Wealth Management businesses.

Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.

The companies mission is to make a positive difference to people’s lives and finances and to help their clients live the life they want and deserve.

With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space.

Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs.

Paraplanner - Role Profile

Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report

Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.

Ensure information collected and collated about and from the client, is in accordance with the principles of ‘know your client’ and company policy

Ensure all of the required compliance documentation is present and correct...
Apply
Location:
Royal Leamington Spa
Salary:
£40,000 - £45,000 /annum
Job Type:
FullTime
Category:
Accounting & Finance

We found some similar jobs based on your search