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Paraplanner

2 months ago

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 highquality 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 highquality 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 highquality financial planning support to clients we encourage you to apply for this exciting opportunity

Remote Work :

No