Assistant Paraplanner

Are you ready to elevate your career in financial planning?

Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities 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 through various means.
• Create new business illustrations using top-tier software.
• Assist in preparing analyses and comparisons for Paraplanners and Advisers using financial planning tools.
• Coordinate the acquisition of necessary application forms and paperwork.
• Maintain accurate data records on company systems, adhering to our procedures and achieving departmental KPIs.

Ideal experience:

• Progression towards a Regulated Diploma in Financial Planning (CII).
• A strong understanding of the Financial Planning process.
• The ability to work independently, prioritise tasks, and demonstrate a proactive attitude.
• Proficiency in Microsoft Office, X-Plan, Iress, and other software tools. (desirable)
• Excellent communication skills, both verbal and written.

Benefits:

• Enjoy 25 days of holiday 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.

Take the next step in your career with a company that values your growth and wellbeing. Apply now and be part of a team that makes a difference!

REF: 9133

Location: Bristol (hybrid)

Salary: Up to £29,000