Paraplanner

Posted 14 May by MERJE Ltd
Easy Apply
Competitive salary
London , South East England
Permanent, full-time
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Posted by MERJE Ltd

MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team.

Key Responsibilities:

  • Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situation to determine a suitable asset allocation reccomendation
  • Formulate plans for clients with highly specialised situations
  • Review clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitable
  • Create and lead traning for other groups within the firm as needed

Key Requirements:

  • University degree or equivalent combination of education/experience
  • Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
  • 3 + years financial services experience
  • Strong organisational skills

This is an exiciting opportunity with a prestigious business offering great career development and earning potential going forward.

Reference: 52656164

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