Paraplanner in LondonParaplanner in London |
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Location: London Salary: Hidden Recruiter: MERJE Date Advertised: 2024-06-28 |
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MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation reccomendation Formulate plans for clients with highly specialised situations Review clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitable Create and lead traning for other groups within the firm as needed Key Requirements: University degree or equivalent combination of education/experience Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable 3 + years financial services experience Strong organisational skills This is an exiciting opportunity with a prestigious business offering great career development and earning potential going forward. Read More |
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