Technical Paraplanner - City of London, United Kingdom - Oval Recruit

Oval Recruit

Verified Company

City of London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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