Technical Support Specialist
5 days ago
A leading regional Wealth Management firm in Wrexham is seeking an experienced paraplanner to join their technical team. With a strong focus on professional development, they provide excellent support for all technical staff to attain Diploma and Chartered status.
Key Responsibilities:
- Conduct thorough reviews of client portfolios.
- Prepare detailed reports using standard paragraphs and free-text options.
- Carry out comprehensive market research to identify opportunities and threats.
- Collaborate closely with the team to ensure seamless delivery of services.
- Stay up-to-date with market trends and global developments.
- Utilize cash flow modeling and lifestyle planning techniques as required.
- Attend client meetings as necessary.
Requirements:
- CII Dip or equivalent qualification desirable but not essential.
- Experience working with high net worth (HNW) and ultra-high net worth (UHNW) clients beneficial.
- Strong writing skills and ability to undertake research.
Salary Package:
- Competitive salary: £30k-£45k per annum.
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