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Paraplanner, London

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Salary £30k to £40k
Type Permanent
Location London
Sector Investment & Middle Office
Job Reference T8/KH/28451
Contact Kirsty Pineger
Date posted 27-03-2018

Wealth Paraplanner

This wealth management broker offers thorough and comprehensive wealth advise covering a full range of services for clients.

The paraplanners working within this team will also have the opportunity to cover a full holistic service for the companies’ clients.

Responsibilities:
• Suitability letters for the Wealth Adviser to present to clients and any required research on appropriate products and funds.
• Preparing planning reports to new clients.
• Overseeing cash management and making sure there is enough liquidity in the portfolio.
• Maintaining client reports.
• Being a key point of communication between the client facing and non-client facing roles for the benefit of the client and their experience.

Requirement:
• A high level of knowledge of financial products through relevant education and/ or experience. Industry qualifications would be ideal although the client will support someone through these.
• Understanding of the costs/ charges to be incurred by the client in the context of transactions in investment services, investment products or ancillary services.
• Awareness of forecasting knowledge limits and awareness of the differences between past and future performance.
• Preferably similar experience within a similar role and/ or in a Wealth Management environment.

For more information or to hear more about roles within financial services please contact Rose Dean on 0203 145 3342 or at Rose.Dean@bruinfinancial.com

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Contact Kirsty about this job

Director, Investment & Middle Office