Paraplanner - Camden, United Kingdom - Recruitment Connection Ltd
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.
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