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Paraplanner Opportunity in Wrexham/Chester Area, Wrexham
Client:
NEjobsne1
Location:
Wrexham, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
9cfa205bd2e3
Job Views:
19
Posted:
16.03.2025
Expiry Date:
30.04.2025
Job Description:
Are you a Paraplanner seeking an exceptional career move? Our client, a renowned Financial Adviser practice in the Wrexham/Chester area, offers an unparalleled opportunity for professional growth.
About the Company:
* Highly successful with an outstanding reputation
* Employee-centric approach
* Positive work environment
* Mid-sized practice with proven support structure
Compensation and Benefits:
* Basic salary: Up to £35,000 (experience-dependent)
* Private medical coverage
* Flexible working options
Ideal Candidate:
* Diploma qualified or actively pursuing qualification
* Experienced in holistic Paraplanning
* Skilled in supporting Financial Advisers with research and advice formulation
Key Responsibilities:
* Identify new business opportunities within existing client base and other sources
* Collaborate with advisers, clients, and finance providers to implement recommended advice
* Conduct research to find suitable solutions for client needs
* Maintain CRM system and monitor client assets on the Platform
* Ensure compliance with all relevant paperwork and regulations
* Track progress of new business cases and address queries
* Commit to ongoing professional and technical development
Required Skills and Attributes:
* Exceptional communication and organizational abilities
* Meticulous attention to detail
* Self-motivated with a proactive approach
* Adept at prioritizing tasks and meeting deadlines
* Quick learner and adaptable
* Ability to explain complex concepts simply
* Proficient in MS Office suite
* Integrity and respect for confidentiality
This role offers the opportunity to work with a diverse client base in both personal and corporate sectors, supported by a structure designed to maximize your potential.
If you're ready to take your Paraplanning career to the next level, we'd love to hear from you!
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