Paraplanner - Camden, United Kingdom - Recruitment Connection Ltd

Recruitment Connection Ltd
Recruitment Connection Ltd
Verified Company
Camden, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Trainee Paraplanner

London

C£ £ bonus and benefits

My client provides provides investment, pension, protection and estate planning advice to both corporate and individual clients. The company are seeking a Trainee Paraplanner to be based primarily the office and work within a team supporting 2 seniorfinancial planners
Key responsibilities will include.

  • Obtaining relevant literature to accompany client reports
  • Dealing with client administration
  • Preparation of packs for meetings with clients including investment valuations
  • Preparation of reports to clients on financial planning matters
  • Attend client meetings with the senior financial planner and contribute to such meetings
  • Undertake research as required on specific projects.


Technical knowledge is not a pre-requisite but knowledge of pension, investment and life products will be very advantageous together with a good IT skills and being a good team player.

**Ref: 5160
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