Paraplanner (Financial Services), Chester
Wealth Management Paraplanner required for our client, a nationwide wealth management advisory brand delivering bespoke solutions to a wide range of clients in order to achieve their financial goals.
You could be a part of the exciting growth of this well established company.
The role involves proposition reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made by the Financial Advisers and are in accordance with the companies investment philosophy. The company are proud to have achieved recent awards for 'Best UK Wealth Management Platform of the Year' and 'South West Company of the Year'.
You will be ably supported by a dynamic administration team enabling you to focus on your planner relationships and offer our clients the experience they deserve from working with a growing UK wealth management company.
In return for your expertise you will receive a competitive salary and benefits package including Death in Service, a Pension, a Share Option Scheme as well as opportunities for career progression to match your career aims and ambitions.
To be successful in the role you will need:
Diploma Level 4 qualification or equivalent
Experience in a fast paced Financial Services Administration role in a regulated environment
Good literacy and numeracy skills with a high degree of accuracy
Excellent interpersonal and organisational skills
Working knowledge of Microsoft Word and Excel packages essential
Desirable NVQ Level 3 in Business Administration