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|Sector||Investment & Middle Office|
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.
- 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
- 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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