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Paraplanner

  • Location: London
  • Salary: £50,000 per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Compliance
  • Contact: Jake Kelly
  • Contact Email: jkelly@merje.com
  • Contact Phone: 0203 637 1604
  • Expiry Date: 09 April 2024
  • Job Ref: JK/11488

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.