Our client being a Private Wealth Managers based in London are seeking to recruit an experienced Paraplanner with first class skills to join a friendly team. This role involves working with the Technical Analysts as well as Chartered Planners, Wealth Managers, Relationship Managers and Investment specialists to deliver a client service.
Responsibilities will include: Attendance at client meetings. Preparation of advice letters and recommendations e.g investments and pensions, preparing content for annual review meetings, pension, income draw-down and investment reviews. Preparing cash flow models, research, technical support to complex client queries and liaising with clients. Will have an understanding and a, High level of technical knowledge of Pensions. Dealing with High Net Worth clients. Experience in writing complex and detailed reports for cases.
Will have excellent client facing skills with good report writing. Professional qualifications for Diploma in Financial Planning, Level 4.