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...