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:
1. Highly successful with an outstanding reputation
2. Employee-centric approach
3. Positive work environment
4. Mid-sized practice with proven support structure
Compensation and Benefits:
5. Basic salary: Up to £35,000 (experience-dependent)
6. Regular bonus scheme
7. Gym membership
8. Private medical coverage
9. Generous holiday allowance
10. Flexible working options
Ideal Candidate:
11. Diploma qualified or actively pursuing qualification
12. Experienced in holistic Paraplanning
13. Skilled in supporting Financial Advisers with research and advice formulation
Key Responsibilities:
14. Identify new business opportunities within existing client base and other sources
15. Collaborate with advisers, clients, and finance providers to implement recommended advice
16. Prepare comprehensive presentation packs
17. Conduct research to find suitable solutions for client needs
18. Maintain CRM system and monitor client assets on the Platform
19. Ensure compliance with all relevant paperwork and regulations
20. Track progress of new business cases and address queries
21. Commit to ongoing professional and technical development
Required Skills and Attributes:
22. Exceptional communication and organizational abilities
23. Meticulous attention to detail
24. Self-motivated with a proactive approach
25. Adept at prioritizing tasks and meeting deadlines
26. Quick learner and adaptable
27. Ability to explain complex concepts simply
28. Strong customer service orientation
29. Proficient in MS Office suite
30. 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!