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Senior Paraplanner - LONDON

Job Ref: FB3250AG Posted: 31-08-2010
Job Location: London - The City Job Type: Permanent Full - Time
Job Salary: £40000 per annum + Full Package
Job Category:
  • Paraplanning

  • Description
    Premier investment Management consultancy require an experienced Diploma Qualified paraplanner to join their strategic wealth management team. Role will focus on producing technical reports for Consultants and Directors, analysing and assisting in management of ultra high net worth client portfolios, and carrying out research and investigative work. You will be meeting clients with the consultants, and overseeing any changes and restructures to their financial planning requirements. It is essential that you have a strong background in Paraplanning and are at least Diploma Qualified. IT proficiency including 1st Software is essential.




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