At a Glance
- Tasks: Analyse data, create reports, and support clients and advisors in wealth management.
- Company: Rapidly growing UK-wide wealth management firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working options, and extensive benefits.
- Other info: Opportunity to mentor trainees and grow your career in a supportive environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Diploma in regulated financial planning and experience in wealth management.
The predicted salary is between 40000 - 45000 £ per year.
MCS Group are delighted to be partnering with a nationwide wealth organisation as they look to appoint a Paraplanner to join their expanding team in Fleet.
The Company: Our client is a rapidly growing, UK wide wealth management firm that provides holistic financial advice to both individuals and businesses. The firm operates as a nationwide network of financial advice practices, combining experienced financial advisers with regulatory support to deliver tailored solutions that help clients achieve their long-term financial goals.
The Rewards: As the successful Paraplanner you will receive:
- A base salary of £40,000 - £45,000
- Potential for hybrid working
- Other extensive benefits
The Role: The successful Paraplanner will be responsible for:
- Analysing data, researching and building recommendations
- Creating accurate reports for clients
- Valuations, quotations, providing administrative support to clients and advisors
- Managing workflows and time scales
- Training and mentoring trainee paraplanners and administrators
- Dealing with complex cases
The Person: The successful Paraplanner will meet the following criteria:
- Have a Diploma in regulated financial planning
- Experience within a wealth management environment
- Ability to work collaboratively with key stakeholders
- Ability to adapt quickly to changing factors
Paraplanner in Fleet employer: MCS Group
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