Paraplanner

Recruit Wealth are delighted to be representing one of the UK''s fastest growing and most highly regarded national Financial Planning names.This award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join.Due to continued growth, a new opportunity has been created for a talented Paraplanner to join their Marlborough regional hub.This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.The Role:As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.Your responsibilities will include:Producing high quality suitability reportsConducting detailed research on financial products, providers and strategiesSupporting Financial Planners with client reviews and ongoing planning needsActing as a technical support contact for the financial planner and client queriesSubmitting applications to providers and managing documentationMaintaining accurate, compliant and ..... full job details .....