Type of Position: Junior Paraplanner
We are looking for a Junior Paraplanner to join our client's wealth management company in London.
Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate, dealing with clients' queries, ensuring compliance standards are met, coming up with financial solutions for clients, relationship building, and fulfilling administrative procedures. Salary dependent on experience.
Key skills/Experience required
Please email your CV to email@example.com to register interest.