Financial Planning Specialist

1 week ago


Wrexham, Wrexham, United Kingdom Independent Resourcing Consultancy Ltd Full time
Paraplanner Opportunity

We are seeking an experienced Paraplanner to provide high-quality financial planning support to our clients. As a key member of our team, you will work closely with Financial Advisors to develop comprehensive financial plans and ensure compliance with industry regulations.

Key Responsibilities:

  • Conduct research and analysis to support Financial Advisors in developing financial plans
  • Prepare reports, proposals, and other documents for client meetings
  • Maintain accurate and up-to-date client records and documentation
  • Provide support to Financial Advisors in all aspects of client service

Requirements:

  • 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 problem-solving 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

What We Offer:

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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