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Financial Services Assistant

2 months ago

Wakefield, Wakefield, United Kingdom Oval Recruit Full time
Assistant Paraplanner / Technical Support

Oval Recruit is seeking an experienced Assistant Paraplanner to provide technical support to a small team of Advisors in the Wakefield area.

This is an excellent opportunity to join a strong practice who will invest in your knowledge and provide a positive stable working environment.

Key Responsibilities:
  • Assist with researching, analysing and producing reports in line with clients' requirements and expectations.
  • Learn how to conduct high-quality fund research and develop your knowledge of writing Financial Planning reports for Advisors to present to clients.
  • Review clients' existing arrangements, obtain information from clients and act as a point of contact for client enquiries.
  • Work on client cases, providing extensive reports and commentary notes for discussion/presentation to clients.
  • Support the team with client administration, client onboarding and transactions as required.
  • Follow up on new business applications and update clients accordingly.
  • Develop your all-round knowledge of solutions across investments, pension, IHT, estate, and tax planning.
  • Organise and manage your own workload, working to deadlines.

Oval Recruit is committed to providing a positive and stable working environment, and we are looking for someone who is willing to learn and develop their skills.

For more information, please contact Richard Garbett.