This listing was posted on Manatal ATS.
Paraplanner
Location:
Wrexham, Wrexham
Description:
Job Advertisement: Paraplanner for Prestigious Wealth Management Firm in the Chester Area We are representing a prestigious wealth management firm in the Chester area, looking for an experienced and qualified Paraplanner to join their team. As a Paraplanner, you will work closely with Financial Advisors to provide high-quality financial planning support to clients. 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 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 Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about providing high-quality financial planning support to clients, we encourage you to apply for this exciting opportunity.
Company:
Independent Resourcing Consultancy
Posted:
January 7 on Manatal ATS
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More About this Listing: Paraplanner
Paraplanner is a Jobs Paraplanner Job at Independent Resourcing Consultancy located in Wrexham WRX. Find other listings like Paraplanner by searching Oodle for Jobs Paraplanner Jobs.
Paraplanner is a Jobs Paraplanner Job at Independent Resourcing Consultancy located in Wrexham WRX. Find other listings like Paraplanner by searching Oodle for Jobs Paraplanner Jobs.