• Location:

    London, England

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Graham Duvergier

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Start date:

    23/03/2018 11:16:19

Paraplanner, London, 50k

Our client are a leading national Wealth Manager and are looking to recruit a Senior Paraplanner based in London. This is a fantastic opportunity to work in a vibrant environment surrounded by talented people and an opportunity to develop your career and be rewarded with a competitive basic salary supported by an excellent brand.

You will need to be able to demonstrate that you have at least three years operating in similar environment and are qualifiedto at least level 4 and ideally progressing towards Chartered, our client will support you with all your future industry qualifications.

You will be working closely with two very Senior Financial Advisers and will be tasked with supporting them on a daily basis from a paraplanning perspective.

Some of your key duties and resposnibilities are listed below:

* Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
* Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
* Check all compliance paperwork and internal sign off documents are present.
* Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.

For Further information or to apply please contact Graham Duvergier on 07968 745443.

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