Paraplanner - Wealth Management Support

7 days ago


Wakefield, Wakefield, United Kingdom Fortem People Limited Full time

Job Title: Paraplanner

Job Summary:

We are seeking a skilled Paraplanner to join our team at Fortem People Limited. As a Paraplanner, you will play a crucial role in supporting our Wealth Management clients by providing expert financial planning and technical support.

Key Responsibilities:

  • Collaborate with our Advisors to develop and implement comprehensive financial strategies for clients.
  • Organize and prepare technical tasks, illustrations, and reports to support client decision-making.
  • Stay up-to-date with industry developments and regulatory requirements to ensure compliance and best practices.
  • Communicate effectively with clients and internal stakeholders to ensure seamless service delivery.

Requirements:

  • Proven experience as a Paraplanner or in a related financial planning role.
  • Strong technical skills and knowledge of financial planning software and tools.
  • 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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