Paraplanner Specialist

5 days ago

Wakefield, Wakefield, United Kingdom Fortem People Limited Full time

**Job Summary**

Fortem People Limited is seeking a skilled Paraplanner to support our Wealth Management clients. As a key member of our team, you will work closely with our Advisors to provide expert financial planning and technical support.

**Key Responsibilities:**

  • Collaborate with Advisors to develop and implement financial strategies and plans for clients.
  • Organize and prepare technical tasks, illustrations, and reports to support client advice.
  • Provide administrative support to ensure seamless delivery of services.
  • Stay up-to-date with industry developments and best practices to maintain high-quality service delivery.

**Requirements:**

  • Proven experience in a Paraplanner or related role.
  • Strong technical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.

**What We Offer:**

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

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