Paraplanner

Wrexham | £25k - 37k per year

Paraplanner 

Wrexham 

Salary up to £37,000 (DOE) 

Position Overview: CRS are proud to be working with an established Wealth Management company who are looking to add two paraplanners 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

  • Providing high quality support to the adviser team and Paraplanning Manager
  • Preparation of suitability letter and reports
  • Research and analysis of financial products.
  • Analysing clients circumstances, goals and objectives to match the desired outcome
  • Accurately recording clients data and compliance
  • Communication between client and adviser to ensure both parties are updated throughout the process.

Benefits 

  • 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
  • Gym membership
  • Exam support and funding 
  • Monday to Friday 9am to 5pm 
  • Hybrid working 

 

If this role as a financial paraplanner is of interest click apply, for any more information please call Sara on 01745 777277 

Apply Now

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