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Wakefield

    Paraplanner - - Wakefield, United Kingdom - Oval Recruit

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    Full time
    Description

    Job Title: Paraplanner

    Company: Financial Advisory Practice

    Location: Wakefield area

    Salary: £35,000 - £42,000

    An established Financial Advisory practice is seeking a Paraplanner to offer technical assistance to a small team of Advisors. This role presents an opportunity to engage in research, analysis, and reporting on customized client solutions, involving diverse and captivating projects.

    Working in a welcoming and consistent office environment, this pivotal role involves:

    • Researching, analyzing, and producing reports to meet client requirements and expectations.
    • Conducting high-quality fund research.
    • Writing Financial Planning reports for advisors to present to clients.
    • Reviewing clients' existing arrangements, obtaining client information, and serving as a contact point for client queries. Generating illustration requests or any other necessary information clients may need.
    • Handling complex cases by providing comprehensive reports and commentary notes for client discussion/presentation.
    • Expanding knowledge of solutions across investments, pensions, IHT, estate, and tax planning.
    • Effectively organizing and managing workload while adhering to deadlines.

    This presents a fantastic opportunity to join a solid practice that invests in your knowledge and offers a supportive and stable work environment.

    To be eligible for this position, you should possess prior paraplanning experience, solid technical understanding of Investment & pension products, and preferably hold a diploma qualification.


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