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Accountancy Divisions
,
London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Paraplanner £40-50k excellent benefit package London Would you like the opportunity to work within a growing, dynamic, wealth management firm? I am seeking a Paraplanner to join a niche wealth management firm, to support a senior Wealth Manager with a wide range of administrative and client support related tasks. This role requires someone who is self-sufficient, flexible, proactive and resourceful, with decision making abilities and with an excellent attention to detail. DeliveringacomprehensivefinancialplanningadministrationservicetosupportthePodwhilemaintainingPodclientrelationships Preparingandimplementing recommendationsand providegeneraladministrative support/client support related taskwithinthescopeoftherole Preparingrebalancesheetsfor clientportfolios Prepareclientmeeting plansummaryplandocuments andrecommendations Obtaininformationto createcashflowplansinadvance ofmeetingsandfollow-upforthereturnofdocumentation Assemblereviewdocumentation andreviewreportsrequiredfor clientmeetings Adhoc reporting forclients,including CGT calculations You will have worked as a Paraplanner for a minimum of 2 years and will have achieved your Diploma in Regulated Financial Planning or be near to competing it. You will have strong numeracy skills, attention to detail and experience of dealing with multiple currencies. Solid analytical and research skills and able to communicate technical knowledge clearly. Please send your CV to Madeleine