Paraplanning Expert

10 hours ago

Warrington, Warrington, United Kingdom CV-Library Full time

CV-Library seeks a diligent Paraplanning Expert to join our team on a permanent basis. This role offers an attractive annual salary range of £25,000-£35,000.

Responsibilities:
  1. Data Analysis: Accurately interpreting data gathered from client meetings.
  2. Solution Development: Utilizing research tools to create tailored solutions addressing client needs and objectives.
  3. Recommendations and Reporting: Developing comprehensive written reports outlining client requirements, recommendations, and proposed actions.
  4. Product Evaluation: Conducting thorough research to identify suitable financial products for clients.
  5. Client Support: Providing exceptional support to clients, ensuring their needs are met and exceeded.
Required Qualifications and Experience:
  • A minimum of 2 years' experience in paraplanning roles within reputable financial institutions.
  • Proven expertise in investment and pension advisory services.
  • Excellent analytical and communication skills, enabling effective collaboration with colleagues and clients alike.

  • Paraplanning Expert Support

    2 days ago

    Warrington, Warrington, United Kingdom Page Personnel Sales Full time

    About the CompanyOur client is a rapidly growing network of financial services professionals, seeking a skilled Paraplanner to join their team.Job DescriptionThe successful candidate will have experience in Paraplanning, a Level 4 qualification, and strong analytical abilities. Key duties will include:Preparing suitability reports for clientsDeveloping...