Wealth Management Advisor

5 days ago


Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Paraplanning Opportunity

A reputable Wealth Management Practice seeks a skilled Paraplanner to join their dynamic team. As a Paraplanner, you will play a crucial role in delivering high-quality financial services to clients across the UK.

Key Tasks
  • Deliver comprehensive suitability letters for clients.
  • Prepare product illustrations for various financial products.
  • Manage back-office administration with efficiency.
  • Maintain ongoing professional development to enhance skills and knowledge.
  • Utilize research tools and software effectively.
  • Apply knowledge of Protection, IHT, and Tax Efficient Investments in client solutions.
  • Implement Salesforce in compliance with company policies.
Why Join Us

As a valued member of our team, you will enjoy:

  • A competitive salary of £45,000 - £55,000 per annum.
  • Opportunities for professional growth and development.
  • A collaborative and supportive work environment.
  • Full training on company-specific software and compliance requirements.
],

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