Paraplanner
Wrexham, North Wales
Salary: £30,000 - £40,000
Prestige Recruitment Group are currently recruiting for a Paraplanner for a leading Financial Planning firm based in Wrexham, North Wales. Our client is looking for an experienced Paraplanner who is organised and results-driven to join their team. If you have the paraplanning experience and qualifications required for this role, please keep reading!
Responsibilities:
* Prepare the suitability reports.
* Analyse and research financial products, review and monitor funds.
* Provide a high level of paraplanning service to the Financial Advisors.
* Contribute knowledge to the Financial Advisors.
* Keep up to date with technical knowledge and any industry changes.
* Prepare and process documentation, such as risk analysis reports.
Skills and Experience:
* Full Diploma in Financial Planning qualified or working towards the qualification.
* Paraplanning experience.
* Strong technical knowledge of financial planning.
* Financial Planning technical administration.
* Report writing skills.
* Knowledge and experience of using Financial Planning Software.
This is an excellent opportunity to join a reputable and growing company, which offers a great working environment, great benefits package, and a competitive salary package.
If you fulfil these requirements, please apply today.
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