Paraplanner
Wrexham
Salary up to £38,000 (DOE)
Position Overview: CRS are proud to be working with an established Wealth Management company who are looking to add a paraplanner to their growing team. . The new role will be to join their successful Paraplanning team by providing daily administration support to the Financial Advisers and clients within the business.
Key Duties/Responsibilities
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Providing high quality support to the adviser team and Paraplanning Manager
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Preparation of suitability letter and reports
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Research and analysis of financial products.
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Analysing clients circumstances, goals and objectives to match the desired outcome
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Accurately recording clients data and compliance
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Communication between client and adviser to ensure both parties are updated throughout the process.
Benefits
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30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
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Gym membership
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Exam support and funding
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Monday to Friday 9am to 5pm
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Hybrid working
If this role as a financial paraplanner is of interest click apply, for any more information please call Sara on
(phone number removed)