Financial Planning Specialist

3 days ago


Wrexham, Wrexham, United Kingdom Click and Connect Online Limited Full time

About the Role:

We are seeking an experienced and qualified Paraplanner to support our Financial Advisors in delivering exceptional client service at Click and Connect Online Limited. As a Paraplanner, you will play a vital role in providing high-quality financial planning support to clients.

Key Responsibilities:

  • Conduct research and analysis to support the Financial Advisors in developing comprehensive financial plans for clients.
  • Prepare reports, proposals, and other documents for client meetings.
  • Ensure compliance with industry regulations and internal policies.
  • Maintain accurate and up-to-date client records and documentation.
  • Provide support to the Financial Advisors in all aspects of client service.

Requirements:

  • A minimum of 3 years of experience as a Paraplanner in the wealth management industry.
  • Industry leading qualifications such as Diploma in Financial Planning or equivalent.
  • Excellent analytical and problem-solving skills.
  • Strong attention to detail and organizational abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in Microsoft Office, especially Excel and Word.

About the Company:

Click and Connect Online Limited is a prestigious wealth management firm dedicated to providing exceptional client service. We offer a supportive and collaborative work environment, a competitive salary and benefits package, and opportunities for professional growth and development.



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