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Technical Paraplanner

4 months ago

City of London, United Kingdom Oval Recruit Full time

Technical Paraplanner - Wealth Manager

London - £50,000 + Excellent Package

Specifics of the role will include -- Assisting Consultants with the management and development of client relationships.
- Work closely with consultants to ensure clients are provided with the best possible financial planning solutions
- Conduct extensive research & analysis, producing high quality reports and supportive notes & illustrations.
- Manage client review reports, performance data and portfolio information as required.
- Prepare reports, analysis, cashflow and portfolio projections for client meetings.
- Attend client meetings and take an active part in discussions.
- Keeping with company culture, help assist and develop Junior Paraplanners with their development and knowledge.
- Work closely with consultants to develop your personal knowledge and experience. Take a proactive approach to understanding complex cases or unfamiliar product areas / work.

*Hybrid working is available

For a full Job Description please contact Richard Garbett