We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home.
They require a Paraplanner to assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients of the business, through the production of wealth planning reports.
Key Accountabilities
Liaise with Wealth Planning administrators and Wealth Planners to ensure all required information for report production is obtained in a timely mannerEnsure product research is kept up to dateProduction of client reports within agreed timescalesObtain and prepare paperwork required for client meetings and business submissionDeal with all forms of client communications including, where necessary, arranging client meetings for the Wealth PlannersBuild technical Knowledge to achieve ch...