Paraplanner

Job Advertisement: Paraplanner forPrestigious Wealth Management Firm in the ChesterArea

We are representing a prestigious wealthmanagement firm in the Chester area looking for an experienced andqualified Paraplanner to join their team. As a Paraplanner you willwork closely with Financial Advisors to provide highqualityfinancial planning support toclients.

Requirements:
A minimum of 3years of experience as a Paraplanner in the wealth managementindustry
Industry leading qualifications such as Diplomain Financial Planning or equivalent
Excellent analyticaland problemsolving skills
Strong attention to detail andorganizational abilities
Ability to work independentlyand as part of a team
Proficiency in Microsoft Officeespecially Excel andWord

Responsibilities:
Conductresearch and analysis to support the Financial Advisors indeveloping comprehensive financial plans for clients
Prepare reports proposals and other documents for clientmeetings
Ensure compliance with industry regulations andinternal policies
Maintain accurate and uptodate clientrecords and documentation
Provide support to theFinancial Advisors in all aspects of clientservice

Offering a competitive salary andbenefits package as well as a supportive and collaborative workenvironment. If you meet the above requirements and are passionateabout providing highquality financial planning support to clientswe encourage you to apply for this excitingopportunity.

Remote Work :

No