Financial Planning Specialist

4 weeks ago


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

Opportunity Overview:

An esteemed independent resourcing consultancy is in search of a skilled and knowledgeable Paraplanner to enhance their financial advisory services. In this role, you will work closely with Financial Advisors to provide exceptional financial planning assistance to clients.

Key Qualifications:

  • At least 3 years of experience as a Paraplanner within the financial services sector
  • Relevant qualifications in Financial Planning or similar fields
  • Excellent analytical and problem-solving capabilities
  • Strong attention to detail and organizational skills
  • Ability to operate both independently and collaboratively
  • Proficient in Microsoft Office applications, particularly Excel and Word

Primary Responsibilities:

  • Perform research and analysis to support Financial Advisors in crafting detailed financial strategies for clients
  • Prepare comprehensive reports, proposals, and documentation for client consultations
  • Ensure adherence to industry standards and internal guidelines
  • Maintain precise client records and documentation
  • Assist Financial Advisors in various client service initiatives

This role provides a competitive compensation package and benefits within a nurturing and cooperative work atmosphere. If you are dedicated to delivering high-quality financial planning assistance, this opportunity may be the right fit for you.



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