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Client Advisory Specialist

2 months ago

Wakefield, Wakefield, United Kingdom Fortem People Limited Full time £35,000

Position Overview:

We are seeking a Self-Employed Paraplanner to collaborate with our esteemed Wealth Management partner, Fortem People Limited.

Role Objective: The primary function of this role is to assist the Practice in guiding and advising clients on financial solutions, strategies, and products, while managing the technical aspects, including illustrations and reports.

Key Responsibilities:

  • Collaborate closely with Advisors to meet client objectives.
  • Prepare detailed financial documents and reports.
  • Conduct thorough research on financial products and strategies.
  • Maintain up-to-date knowledge of industry regulations and compliance.

Are you the right fit for this opportunity? We encourage you to explore this role further.