Paraplanner (Permanent)

Updated: April 27, 2024 03:51 AM GMT

Jooble

Marlborough

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created Paraplanner role is located for their Marlborough regional hub, one of 45+ national offices. They are award winning and recognised as one of the largest, prominent names in the Financial Services industry. Responsibilities
• Writing financial planning reports that planners present to clients.
• Supporting the planners by conducting research on products and helping find the right solutions for clients.
• Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries.
• Arranging for plans to be submitted to provider companies.
• Maintain client records on the company software... More Detail