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recruitment22

Paraplanner - Remote - £45,000 A growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity to work closely with advisers, supporting them in delivering first-class financial advice and maintaining the highest standards of client service.The role:Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.Key responsibilities include:<ul><li>Preparing detailed financial planning reports for advisers to present to clients</li><li>Conducting research on financial products and identifying suitable client solutions</li><li>Supporting advisers with client reviews, requests, and day-to-day queries</li><li>Staying up to date with financial products, markets, and legislation</li><li>Ensuring all work meets firm and industry compliance standards</li></ul>The person: You'll be a proactive, organised, and detail-oriented individual with experience in a financial advice environment. Strong analytical and communication skills, along with the ability to manage multiple priorities, are essential.The benefits:<ul><li>Funded professional exams and full study support</li><li>25 days holiday (plus bank holidays)</li><li>Holiday purchase scheme</li><li>In-house training academy</li><li>Annual salary review</li><li>Day off on your birthday</li><li>Life assurance & pension</li><li>Clear progression pathway through to Adviser level if desired</li></ul>Remote working: This role is remote but as you will be supporting Financial Advisers in Grimsby, there will be occasional travel to the office required - Only when necessary. Unsure if you should apply? Or you don't have a CV?No problem! Reach out to Richard at Recruitment 22 Limited or 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.

Paraplanner

Join recruitment22 and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

recruitment22

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Paraplanner