Paraplanner

Recruit UK is working with a rapidly growing, national Wealth Manager who are looking for a Paraplanner to join them in Wigan, to support a team of Financial Planners. This is a hands-on, technical paraplanning role where you will work on a wide range of client cases, gaining valuable exposure to many different areas of financial advice.

This is a great opportunity for an ambitious Paraplanner looking to build a long-term career in financial planning. They invest heavily in their team, funding professional exams and offer numerous routes to progress internally, whether into Financial Adviser or Senior Operations.

Responsibilities

• Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations

• Provide guidance to advisers on aspects of specific cases to support advice

• Conduct thorough research to support financial planning

What's in it for you:

• Salary up £45,000

• Hybrid working

• Clear progression route to Financial Adviser

• Funded exams and additional revision support

• Discretionary bonus

• Holiday: 25 days, plus Bank Holidays and Christmas closures

• DIS, Pension, Sick Pay

Skills and experience required:

• Level 4 Diploma in Financial Planning

• Minimum 1 year of Paraplanning experience