Paraplanner Pro | Hybrid Role in Wealth Management

MCS Group; Fleet; Vor Ort; GBP 40.000 - 45.000; Vollzeit

Benefits dieser Stelle

Hybrid working

Salary £40,000-£45,000

Extensive benefits

Zusammenfassung

MCS Group are partnering with a nationwide wealth organisation to appoint a Paraplanner to join their expanding team in Fleet. The successful candidate will analyse data, research and build recommendations, and create accurate client reports, valuations and quotations.

You will support advisers, manage workflows and mentor trainee staff, handling complex cases. Diploma in regulated financial planning and wealth management experience are required; strong collaborative and adaptive skills are

Qualifikationen

• Diploma in regulated financial planning is required.
• Experience in wealth management environment.
• Ability to collaborate with key stakeholders and adapt to changing factors.

Aufgaben

• Analyse data, research and build recommendations.
• Create accurate client reports and valuations/quotations.
• Provide administrative support to clients and advisers.
• Manage workflows and time scales.
• Mentor trainee paraplanners and administrators.
• Deal with complex cases.

Kenntnisse

Data analysis

Report writing

Client service

Regulatory knowledge

Stakeholder collaboration

Mentoring

Ausbildung

Diploma in regulated financial planning

Jobbeschreibung

MCS Group are partnering with a nationwide wealth organisation to appoint a Paraplanner to join their expanding team in Fleet. The successful candidate will analyse data, research and build recommendations, and create accurate client reports, valuations and quotations.

You will support advisers, manage workflows and mentor trainee staff, handling complex cases. Diploma in regulated financial planning and wealth management experience are required; strong collaborative and adaptive skills are