Paraplanner

Paraplanner Investment management client advisory senior paraplanner

Global FSTE100 asset management business headquartered in the city of London requires an experienced Paraplanner to join an established team supporting their wealth management business.

Role
The key focus of the role is to assist the Wealth Planners in managing the banks clients planning needs and solutions. Attend client meetings, drafting client advisory letters, maintain asset and income schedules, assist planners in assessing options and solutions for clients, new client on boarding, , preparation of advisory correspondence, annual reviews and proposal preparation.

Candidate profile
Diploma in Financial planning Level 4 minimum or FSA approved level 4 RDR compliant qualification combined with experience of working in financial services ideally wealth management. Candidates must have a strong track record in a similar role, be organised and have strong interpersonal skills.

What you need to do now
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Required skills

  • Paraplanner wealth planner adviser support financial planning report writing

Application question

Are you Diploma level 4 qualified or FSA approved level 4 RDR Compliant?

Reference: 34400556

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