Paraplanner (Flexible Home Working) Featured

2 weeks ago

Wrexham, United Kingdom Marstep Resourcing Solutions Full time

Hours: Full time.
9am until 5pm (Monday to Friday)Contract type: PermanentSalary: Competitive – Dependant on experienceBenefits:' complimentary gym membership''Medical cash cover plan'' bike to work scheme'' flexibility with home working available on request'' exam support and funding''increasing holiday allowance with length of Service'The Opportunity: An exciting new opportunity has arisen to join a highly successful Wealth Management business.
The new role will be to join their successful, busy Paraplanning Team, providing support to the Advisor team and the wider practice when advising clients on financial strategies, plans, products.Key Duties and Responsibilities: Providing high quality support to the advisor teamPreparing suitability letters and reportsResearch and analyse financial products to meet Client requirements and objectivesAnalysing clients' requirements, data and understanding the desired outcomeAccurately recording client dataEnsuring advisor and clients are updated throughout complete processWork within and stay up to date with template changes and advice notesEnsure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally Person Specification:Depending on whether trainee or part qualified or experienced: Minimum of 2 years' experience in Paraplanning role within an IFA or Wealth Management environmentExperience of the pension transfer marketExperience of the administration of IHT and/or Investment productsProfessional; ability to interact well with Clients, colleagues and providersHigh level of accuracy and analytical skillsHighly organisedDemonstrates taking initiativeExcellent written and verbal communication skillsExcellent IT SkillsApproaches work positively with a can-do attitude and take responsibility for own tasksWorks well as an individual and as part of a large teamOpen to change with a creative approach to problem solving This is a fantastic business offering a great working environment and career development opportunities.

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