Paraplanner

Recruitment 22 Limited•Marlborough, MA

1d•$38,000 - $40,000•Hybrid

About The Position

Paraplanner, Marlborough, £40,000 - Progression to Adviser available An excellent opportunity has arisen for a Paraplanner to join a friendly and supportive team within a highly regarded Financial Advisers who support hybrid working and are accommodating/flexible with hours of work.. And in a company who deliver on professional development i.e. Paraplanner > Financial Adviser. Here you will provide technical support to advisers, find solutions for clients and be a point of contact for technical queries.

Requirements

Experienced in paraplanning with strong technical and report-writing skills.
Highly organised, reliable, and client-focused with excellent written and verbal communication.
A proactive team player with strong problem-solving and analytical skills.

Nice To Haves

Diploma qualified (or working towards) is desirable.

Responsibilities

Working closely with advisers to deliver compliant, high-quality advice, including:
Writing financial planning and suitability reports
Researching products and preparing illustrations/recommendations
Preparing review packs and maintaining accurate client records
Assisting with client queries and plan submissions
Staying up to date with products, legislation, and compliance requirements
Ensuring files and documentation are accurate, well-presented, and compliant