Paraplanner

2 weeks ago

Wrexham, Wrexham, United Kingdom Click and Connect Online Limited Full time

Job Advertisement:
Paraplanner for Prestigious Wealth Management Firm in the Chester Area


We are representing a prestigious wealth management firm in the Chester area, looking for an experienced and qualified Paraplanner to join their team.

As a Paraplanner, you will work closely with Financial Advisors to provide high-quality financial planning support to clients.

Requirements:

  • A minimum of 3 years of experience as a Paraplanner in the wealth management industry
  • Industry leading qualifications such as Diploma in Financial Planning or equivalent
  • Excellent analytical and problemsolving skills
  • Strong attention to detail and organizational abilities
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office, especially Excel and Word

Responsibilities:

  • Conduct research and analysis to support the Financial Advisors in developing comprehensive financial plans for clients
  • Prepare reports, proposals, and other documents for client meetings
  • Ensure compliance with industry regulations and internal policies
  • Maintain accurate and uptodate client records and documentation
  • Provide support to the Financial Advisors in all aspects of client service
Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment.

If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.

Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment.

If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.

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