Technical Support Specialist

7 days ago

Wakefield, Wakefield, United Kingdom Oval Recruit Full time

Job Summary:

Oval Recruit is seeking a skilled Paraplanner to join our team in the Wakefield area. As a Paraplanner, you will provide technical support to our team of Advisors, working on diverse and interesting projects that require research, analysis, and reporting.

Key Responsibilities:

  • Conduct in-depth research and analysis to produce high-quality reports that meet client requirements and expectations.
  • Develop and maintain a comprehensive knowledge of investment and pension products, including their features, benefits, and risks.
  • Collaborate with Advisors to write and present financial planning reports to clients, ensuring that all recommendations are tailored to meet their individual needs.
  • Review clients' existing arrangements, gather information, and serve as a point of contact for client inquiries, providing timely and accurate responses.
  • Work on complex cases, producing extensive reports and commentary notes for discussion and presentation to clients.
  • Stay up-to-date with industry developments and regulatory changes, applying this knowledge to provide expert advice and guidance to clients.
  • Organize and manage your workload effectively, meeting deadlines and delivering high-quality results.

Requirements:

  • Previous experience as a Paraplanner, with a strong understanding of investment and pension products.
  • Strong technical knowledge of financial planning concepts and principles.
  • Preferably diploma qualified in a relevant field, such as financial planning or a related discipline.

About Oval Recruit:

Oval Recruit is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and support to our clients and candidates, and we are proud to offer a positive and stable working environment.

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