In order to continue their success in delivering bespoke wealth management solutions, my Client is looking to recruit a Paraplanner to join their practice based in Lincoln
Applicants are invited from the junior sector, with 1 year of working within a similar environment through to skilled Paraplanners with a wealth of experience behind them, you will work closely with the head of Wealth Management delivering a professional paraplanning service to their advisor's
Duties will include
Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
New business preparation
Ensuring full compliance
Processing letter of authority and collation of data analysis
Dealing with client’s valuations and reviews
Telephone work dealing with insurance companies
Prepare all relevant paperwork for client meetings.
Keep up to date with legislation.
An understanding of FCA regulations and guidelines relating to financial services clients.
General office duties
Act in accordance with the terms and conditions your employment contract. These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require

This is an opportunity to progress and develop your career and join a very success company, who have a superb reputation within the Lincolnshire and surrounding areas. With longevity in mind, if wanted, this role may evolve into a Financial Advisor's position, if desired

If you have been working within wealth management and would like to be considered for this role then please send your up-to-date CV to or call Caroline on 01522 848333

Job Reference





Caroline Allton

"Very good agency with friendly staff and no messing about.. Got me a great job that lead to a contract. I would recommend reflect recruitment to anyone looking for work."

- Client Review

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