Job Description
We are assisting a leading wealth management firm based in London look for their next Paraplanner to join their grown business.
The Role: Paraplanner
You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:
Collating client information and preparing suitability letters for a variety of technical cases Preparing illustrations and reports for client meetings Managing cases to completion and working with internal processing systems Ensuring that the business obtained is being processed compliantly and in a timely manner Liaising with colleagues and third parties on a daily basis You will be given full training on the relevant IT systems
Requirements
The Person: Paraplanner
This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who e...