Paraplanner

Paraplanner

Haywards Heath

c.£50,000 plus benefits

Are you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Haywards Heath.

The role comes with a competitive salary (upto £50,000 per annum) dependent upon experience and qualifications, plus bonus, benefits and hybrid working.

The key duties of the role will include:

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• Writing Financial Planning Reports that our Planners present to clients.
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• Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
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• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
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• Arranging for plans to be submitted to provider companies.
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• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
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• Preparation of client review packs.
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• Illustration requests.
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• Keep up to date with financial products and legislation.
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• Comply with all company and industry guidelines, rules and regulations.
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For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .