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Marstep Resourcing Solutions
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Wrexham, Clwyd
Paraplanner
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Job Type: Full-time |
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Overview
Hours: Full time. 9am until 5pm (Monday to Friday) Contract type: Permanent Salary: Competitive - Dependant on experience Benefits : 30 days holiday (inclusive of bank holidays) - NHS Top up Medical Cash Plan The Opportunity: An exciting new opportunity has arisen to join a highly successful Wealth Management business. The new role will be to join their successful, busy Paraplanning Team, providing support to the Advisor team and the wider practice when advising clients on financial strategies, plans, products. Key Duties and Responsibilities: Providing high quality support to the advisor team Preparing suitability letters and reports Research and analyse financial products to meet Client requirements and objectives Analysing clients’ requirements, data and understanding the desired outcome Accurately recording client data Ensuring advisor and clients are updated throughout complete process Work within and stay up to date with template changes and advice notes Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally Person Specification: Minimum of 2 years’ experience in Paraplanning role within an IFA or Wealth Management environment Experience of the pension transfer market Experience of the administration of IHT and/or Investment products Professional; ability to interact well with Clients, colleagues and providers High level of accuracy and analytical skills Highly organised Demonstrates taking initiative Excellent written and verbal communication skills Excellent IT Skills Approaches work positively with a can-do attitude and take responsibility for own tasks Works well as an individual and as part of a large team Open to change with a creative approach to problem solving