Paraplanner

Description

Job Description:

Job Title: Paraplanner

Industry: Financial Services

Location: Norwich

Salary: Up to GBP53,000

We are seeking a detail-oriented and analytical Paraplanner to support a team of advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.

Key Responsibilities:

Collaborate with financial advisors to prepare detailed financial plans and investment reports.Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.Create retirement projections, cash flow models, and insurance analyses using financial planning softwareConduct product and fund research to support investment recommendations.Ensure that all planning recommendations are compliant with regulatory and internal standards.Maintain accurate and up-to-date client records in CRM and planning systems.Provide general administrative support to advisors as needed.Qualifications:

. Diploma Level 4 Cii (preferred)

Previous experience in a financial planning or wealth management firm

Knowledge & experience of wide range of financial services products

Confidence in determining the advice journey.

Strong analytical skills with attention to detail

Excellent written and verbal communication skills

Ability to prioritise tasks and manage time effectively.

Benefits:

Competitive salary and bonus potentialDeath in Service and Income ProtectionPension schemeAbout Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a national firm on a Paraplanner role in Norwich.

Ad ID: 5417397091