Paraplanner Opportunity - Wrexham/Chester
Full time | AR Recruitment | United Kingdom
Posted On 11/03/2025
Job Information
35000
Location Wrexham
City Wrexham
Province Wrexham (Wrecsam GB-WRC)
Postal Code LL13
Job Description
Are you a Paraplanner in the Wrexham/Chester area looking for your next career move? This could be the opportunity you've been waiting for.
Our client is a highly successful Financial Adviser practice with an exceptional reputation, an employee-focused approach and a great working environment. They offer:
* Basic salary circa £35,000 (dependent on experience)
* Private medical insurance
* Generous holiday entitlement
* Flexible working options
The Role
You will be either Diploma qualified or studying towards the qualification with experience in holistic Paraplanning and supporting Financial Advisers in researching and formulating appropriate advice. This mid-sized practice has a proven support structure designed to allow Financial Advisers and Paraplanners to maximize their time working with the right type of client in both personal and corporate sectors.
Paraplanner Duties
* Identify new business opportunities from the existing client bank and previous advice opportunities
* Liaise with advisers, clients, and finance providers to implement recommended advice
* Prepare presentation packs including all relevant forms, reports, documents, and brochures
* Undertake research to identify suitable solutions to meet client needs
* Maintain CRM system and monitor client assets on the Platform
* Ensure all compliance paperwork is complete and properly filed
* Monitor progress of new business cases and respond to queries
* Keep up to date with technical and professional development
Key Skills Required
* Outstanding communication and organisation skills
* Excellent attention to detail
* Self-motivated with a 'can do' working style
* Ability to prioritise and work to tight deadlines
* Willingness to quickly learn new skills
* Able to explain complex information clearly and simply
* Computer literate with full MS Office suite
* Honest and trustworthy attitude with respect for confidential information
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