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Assistant Paraplanner

2 months ago

Wakefield, United Kingdom Oval Recruit Full time

Assistant Paraplanner / Technical Support

Wakefield area -

An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors. The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects

Working in a friendly stable office environment this key role will include

  • Assisting with researching, analysing and producing reports in line with the clients’ requirements and expectations.
  • Learning how to conduct high quality fund research.
  • Developing your knowledge of writing Financial Planning reports for the advisors to present to clients.
  • Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
  • Work on client cases, providing extensive reports and commentary notes for discussion / presentation to the client.
  • Support the team with client administration, client onboarding and transactions as required.
  • Follow up on new business applications and update clients accordingly.
  • Develop your all-round knowledge of solutions across investments, pension, IHT, estate, and tax planning
  • Organise and manage your own workload, working to deadlines.

This is an excellent opportunity to join a strong practice who will invest in your knowledge and provide a positive stable working environment.

To apply for the position, you should have previous financial services experience and be willing to learn and develop your skills.

For more information, please contact Richard Garbett.