Reward Recruitment

Technical Paraplanner Leeds £45,000 to £55,000 plus benefits and bonus Duties and responsibilities include: Research and prepare Technical Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions, and Protection, along with a good understanding of FCA regulations and FCA products. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification and ideally Level 6 Chartered status, or close to being. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially investments and pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to co uk or contact him on .

Paraplanner Newcastle Upon Tyne c. £41,000 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 Newcastle upon Tyne. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. 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. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .

Paraplanner Rotherham, South Yorkshire c. £35,000 to £42,500 plus benefits Are you wanting to continue to develop your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. 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. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to co .uk or contact Stuart directly to discuss the opportunity on .

Paraplanner Uckfield c. £45,000 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 Uckfield. The role comes with a competitive salary (circa £45,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. 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. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .

Paraplanner Belfast £40,000 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 Belfast. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. The key duties of the role will include: Writing Financial Planning Reports that our Planners present to clients. Supporting the Planners by conducting research on products and helping find the right solutions for our clients. 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. Arranging for plans to be submitted to provider companies. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Preparation of client review packs. Illustration requests. Keep up to date with financial products and legislation. Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to Stuart at Reward Recruitment or contact him directly to discuss the opportunity on .

Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .