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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 the client.
  • 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.

This role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor-made client solutions which will involve diverse and interesting projects.

To apply for the position, you should have previous financial services experience and be willing to learn and develop your skills.