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Paraplanner – Wealth Management

Overview

Express Recruitment are proud to be working in partnership with a highly respected professional services firm who are looking to recruit an experienced Paraplanner to join their Wealth Management team in Stamford.

The ideal candidate will have a strong understanding of financial planning, excellent written communication skills, and a commitment to maintaining high standards of accuracy, compliance, and client service. Candidates who hold, or are currently working towards, a relevant Diploma qualification are encouraged to apply.

The opportunity offers the chance to join an established wealth management team, with a competitive of c£60,000 (negotiable), plus hybrid working, life assurance, income protection, a competitive pension scheme plus more.

Skills & Experience
  • Experience in a similar Paraplanner role
  • A relevant Diploma qualification in financial planning, or currently working towards one.
  • Experience using Intelligent Office, IRESS The Exchange, and cash flow modelling tools would be advantageous.
  • A proactive and organised approach, with the ability to manage multiple cases and meet deadlines.
Roles & Responsibilities
  • Prepare detailed Suitability Reports and financial planning documentation in line with client requirements and regulatory standards.
  • Support Financial Advisers with new business applications, existing business processing, and ongoing client reviews.
  • Research financial products and solutions, including pensions, investment bonds, trusts, and Inheritance Tax (IHT) planning.
  • Use cash flow modelling tools to support financial planning recommendations where appropriate.
  • Maintain accurate client records and ensure the firm's case management system is kept up to date
About Express Recruitment
Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates. We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7 Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.
Job Location
Lincolnshire, Stamford
Salary
c£60,000 Per Annum D.O.E
Job Type and Hours
Monday to Friday, full time

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