Chartered Paraplanner

Recruiter
Anonymous
Location
London
Salary
Competitive
Posted
09 Nov 2016
Closes
03 Dec 2016
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
My client is highly established Wealth Management company based in London looking for a Chartered Paraplanner

Competitive base salary and benefits

Preparing suitability reports for investments, pensions and protection.
Preparing cases for investments and pension replacements which involves researching the existing products, charges and performance comparisons and writing the suitability reports.
Ensuring all files are in line with regulations and the corporate standards.
Dealing with the high net worth clients.
Valuations of clients existing portfolios and calculating the growth and comparing against benchmarks.
Preparation of files to enable the adviser to present the recommendations to the clients.
General servicing of clients existing portfolio including fund switches, withdrawals and day to day queries.

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