Paraplanner Role

4 weeks ago

Wakefield, Wakefield, United Kingdom Oval Recruit Full time

Paraplanner Role

Oval Recruit is seeking a skilled Paraplanner to join their Financial Advisory practice.

The successful candidate will provide technical support to a small team of Advisors, conducting high-quality fund research and writing Financial Planning reports.

Key Responsibilities:

  • Researching and analysing client requirements and expectations.
  • Conducting high-quality fund research and producing reports.
  • Writing Financial Planning reports for Advisors to present to clients.
  • Reviewing client arrangements and obtaining information.
  • Working on complex cases and providing extensive reports and commentary notes.
  • Developing knowledge of solutions across investments, pension, IHT, estate, and tax planning.
  • Organising and managing workload to meet deadlines.

About the Role:

This is an excellent opportunity to join a strong practice that invests in your knowledge and provides a positive stable working environment.

To be successful in this role, you will need previous paraplanning experience and a passion for delivering high-quality results.

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