Have you got career goals of becoming a Paraplanner?
Recruit UK is seeking a proactive and detail-oriented individual to be a Trainee Paraplanner to support a leading UK Wealth Management firms Advisers and clients in navigating the life cycle of financial planning. As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role:
- Manage existing policy information, including issuing letters of authority and obtaining policy details.
- Create new business illustrations.
- Assist in preparing analyses and comparisons for Paraplanners and Advisers using financial planning tools.
- Coordinate necessary application forms and paperwork.
- Maintain accurate data records on company systems.
Ideal experience:
- Progression towards a Regulated Diploma in Financial Planning (CII).
- A good understanding of the Financial Planning process.
- The ability to work independently, prioritise tasks, and demonstrate a proactive attitude.
- Excellent communication skills, both verbal and written.
Benefits:
- Enjoy 25 days of holiday (plus bank holidays) with an option to purchase more.
- Benefit from a flexible Hybrid WFH/Office arrangement, with equipment provided.
- Life Assurance (x4 salary), generous company pension (10% contribution), Private Health Insurance.
- Employee Wellbeing Assistance Programme, Season Ticket Loan, Share Incentive Scheme, Access to Financial Advice, and a Discretionary Bonus.
If you have experience in financial services and are eager to advance toward becoming a Paraplanner, or eventually a Financial Adviser, apply today to join a thriving firm that can support your career goals.
REF: 9133