Job Title

Paraplanner Opportunity - Wrexham/ChesterFull time | AR Recruitment | United Kingdom Posted On 11/03/2025 Job Information35000 Location Wrexham City Wrexham Province Wrexham (Wrecsam GB-WRC) Postal Code LL13 Job DescriptionAre you a Paraplanner in the Wrexham/Chester area looking for your next career move? This could be the opportunity you've been waiting for.Our client is a highly successful Financial Adviser practice with an exceptional reputation, an employee-focused approach and a great working environment. They offer:Basic salary circa £35,000 (dependent on experience)Private medical insuranceGenerous holiday entitlementFlexible working optionsThe Role You will be either Diploma qualified or studying towards the qualification with experience in holistic Paraplanning and supporting Financial Advisers in researching and formulating appropriate advice. This mid-sized practice has a proven support structure designed to allow Financial Advisers and Paraplanners to maximize their time working with the right type of client in both personal and corporate sectors.Paraplanner Duties Identify new business opportunities from the existing client bank and previous advice opportunitiesLiaise with advisers, clients, and finance providers to implement recommended advicePrepare presentation packs including all relevant forms, reports, documents, and brochuresUndertake research to identify suitable solutions to meet client needsMaintain CRM system and monitor client assets on the PlatformEnsure all compliance paperwork is complete and properly filedMonitor progress of new business cases and respond to queriesKeep up to date with technical and professional developmentKey Skills Required Outstanding communication and organisation skillsExcellent attention to detailSelf-motivated with a 'can do' working styleAbility to prioritise and work to tight deadlinesWillingness to quickly learn new skillsAble to explain complex information clearly and simplyComputer literate with full MS Office suiteHonest and trustworthy attitude with respect for confidential information#J-18808-Ljbffr