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    Paraplanner - London, United Kingdom - MERJE Ltd

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    Description

    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.

    #J-18808-Ljbffr

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