Paraplanning Expert Role UK

2 weeks ago


Wrexham, Wrexham, United Kingdom Artemis Recruitment Consultants Ltd Full time
Job Description

This exciting opportunity has arisen within a successful Wealth Management Practice for an experienced Paraplanner. The ideal candidate will possess strong analytical skills, attention to detail, and excellent communication abilities.

Responsibilities
  1. Develop and maintain relationships with clients, providing personalized financial advice.
  2. Conduct thorough research and analysis to identify suitable investment opportunities.
  3. Prepare detailed reports and presentations for clients and internal stakeholders.
  4. Collaborate with cross-functional teams to achieve business objectives.
  5. Stay up-to-date with regulatory changes and industry best practices.
  6. Ensure accurate and timely completion of administrative tasks.
Requirements

To succeed in this role, you will need:

  • Strong understanding of pensions, investments, mortgages, and protection.
  • Excellent IT skills and proficiency in Salesforce.
  • Ability to work independently and as part of a team.
  • Strong communication and interpersonal skills.
  • Continuous professional development to stay current with industry developments.
Salary and Benefits

We offer a competitive salary of £45,000 - £55,000 per annum, plus benefits including a generous pension scheme and annual leave entitlement.


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