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Salary Competitive
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/SDK/32567
Contact Sophia Deen
Date posted 09-09-2019

We are seeking a junior paraplanner for an exciting opportunity with a leading Wealth Management based here in London. The Wealth Planning team is responsible for the provision of comprehensive financial planning advice to individuals, companies, partnerships and trusts.

Key responsibilities;

- Preparation and maintenance of client files
- Build cash flow models
- Prepare advice and recommendations
- To ensure all data is input, processed and stored in line with Financial Planning Procedures

Key skills;

- Excellent understanding of the financial planning process.
- Excellent understanding of the compliance requirements within a wealth planning team.
- Bespoke report writing skills.
- Excellent understanding of the financial planning and regulatory process is essential.
- Sound knowledge of legislative and market changes.

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Contact Sophia about this job

AVP, Consultant