Paraplanner
other jobs WEALTHLINK RECRUITMENT LTD Job
Added before 2 Days
- England,North West,Cheshire,Cheshire West and Chester
- Full Time, Permanent
- £35,000 - £50,000 per annum
Job Description:
Paraplanner
Location: Chester
Salary: Up to £50,000
Duration: Full time, Permanent
We are working with a Chartered Independent Financial Adviser based in Chester who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
*Assist financial planners in preparing financial plans, investment strategies, and recommendations.
*Conduct research on investment products, pensions, tax, and other financial matters.
*Analyse client data to support financial recommendations.
*Prepare and maintain client documentation and reports.
*Liaise with clients, providers, and other professionals as required.
*Ensure that all work complies with regulatory requirements and company policies.
*Manage and track the progress of client cases and ensure timely delivery of financial plans.
Whatson Offer?
*Salary of up to £50,000
*25 days annual leave bank holidays
*Company Bonus scheme
*Study support to Chartered Status
Requirements:
*Level 4 diploma in regulated financial planning
*2+ years experience in a paraplanning role
What’s Next?
If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours
Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Location: Chester
Salary: Up to £50,000
Duration: Full time, Permanent
We are working with a Chartered Independent Financial Adviser based in Chester who are looking to bring on an experienced Paraplanner to work 121 with a Senior Financial planner. In the role you would also work with two Administration colleagues in a pod of 4 to service a long-standing base of clients.
The role will allow for you to work on a wide range of pension, investments, tax and trust cases as well as getting involved with client meetings and company events.
Key Responsibilities for the Paraplanner:
*Assist financial planners in preparing financial plans, investment strategies, and recommendations.
*Conduct research on investment products, pensions, tax, and other financial matters.
*Analyse client data to support financial recommendations.
*Prepare and maintain client documentation and reports.
*Liaise with clients, providers, and other professionals as required.
*Ensure that all work complies with regulatory requirements and company policies.
*Manage and track the progress of client cases and ensure timely delivery of financial plans.
Whatson Offer?
*Salary of up to £50,000
*25 days annual leave bank holidays
*Company Bonus scheme
*Study support to Chartered Status
Requirements:
*Level 4 diploma in regulated financial planning
*2+ years experience in a paraplanning role
What’s Next?
If you ae interested in the Paraplanner position then please apply now and if you meet the requirements one of our consultants will be in touch within 24 hours
Paraplanner, Research, Analysis, IFA, Chartered, Financial Planning, Financial services, Wealth Management
Job number 3325205
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metapel
Company Details:
WEALTHLINK RECRUITMENT LTD Job
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a specilist Wealth Management recruitment agency that works with small and mid sized IFAs across the UK to connect them with the best wealth ta...