Paraplanner

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

This is an exiciting opportunity with a prestigious business offering great career development and earning potential going forward.