Paraplanner
4 weeks ago
Paraplanner
Wrexham
Salary up to 38,000 (DOE)
Position Overview: CRS are proud to be working with an established Wealth Management company who are looking to add a paraplanner to their growing team The new role will be to join their successful Paraplanning team by providing daily administration support to the Financial Advisers and clients within the business.
Key Duties/Responsibilities
- Providing high quality support to the adviser team and Paraplanning Manager
- Preparation of suitability letter and reports
- Research and analysis of financial products.
- Analysing clients circumstances, goals and objectives to match the desired outcome
- Accurately recording clients data and compliance
- Communication between client and adviser to ensure both parties are updated throughout the process.
Benefits
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- Gym membership
- Exam support and funding
- Monday to Friday 9am to 5pm
- Hybrid working
If this role as a financial paraplanner is of interest click apply, for any more information please call Sara on
(phone number removed)
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