Paraplanner - City of London with Potential for Home Working
Our client is a Chartered firm in the City, well established and with a long history of working with High Net Worth clients.
The role involves supporting one Financial Adviser. You will be Level 4 Diploma level qualified and ideally be Chartered or working towards this level.
- Prepare analysis of the clients existing portfolio
- To understand each client’s circumstances, objectives, ATR and CFL, knowledge, experience and timescales and ensure advice is appropriate.
- Conduct research and product strategy reports
- Research and prepare quotes for client meetings
You must have strong knowledge of investments and pensions including knowledge of Foreign Nationals based in UK. QROPS an advantage but not compulsory
Salary up to £50 000 (depending on experience) plus study support with Chartered exams and good benefits including the potential for flexible home working after probation period.