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Paraplanner (Flexible Home Working Opportunity)

2 months ago

Chester, Cheshire, United Kingdom Marstep Resourcing Solutions Full time
About the Role

We are seeking a highly skilled and experienced Paraplanner to join our successful Wealth Management business as a key member of our busy Paraplanning Team.

Key Responsibilities
  • Provide high-quality support to our Advisor team, ensuring seamless delivery of financial strategies and plans to clients.
  • Prepare comprehensive suitability letters and reports, analyzing financial products to meet client requirements and objectives.
  • Conduct thorough research and analysis of financial products, ensuring accurate and up-to-date information for clients.
  • Accurately record client data, maintaining confidentiality and adhering to regulatory requirements.
  • Ensure timely updates to advisors and clients throughout the process, fostering strong relationships and trust.
  • Stay up-to-date with template changes and advice notes, ensuring compliance with legislative requirements.
  • Work collaboratively with the team to achieve business objectives, promoting a positive and proactive work environment.
Requirements
  • Minimum of 2 years' experience in a Paraplanning role within an IFA or Wealth Management environment.
  • Experience in the pension transfer market, IHT, and/or investment product administration.
  • Excellent analytical and problem-solving skills, with a high level of accuracy and attention to detail.
  • Strong communication and interpersonal skills, with the ability to interact effectively with clients, colleagues, and providers.
  • Proficient in IT systems and software, with a willingness to learn and adapt to new technologies.
  • A positive and proactive approach to work, with a strong sense of responsibility and initiative.
About Us

Marstep Resourcing Solutions is a leading provider of recruitment services, specializing in the placement of skilled professionals in the Wealth Management and Financial Services sectors. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.