Paraplanner for Wealth Management Firm
- Recruiter
- Joyce Guiness Limited
- Location
- London (Central), London (Greater)
- Salary
- £30,000 - £40,000
- Posted
- 23 Mar 2017
- Closes
- 13 Apr 2017
- Ref
- CA555652123
- Job Title
- Legal Secretary
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
A wealth management firm is looking for a Paraplanner to join a small team in Central London.
- Liaising with new and existing clients on a range of client queries
- Ensuring Client requirements are followed through to the appropriate conclusion
- Provide technical support to complex client queries
- Managing, recording and monitoring Client annual reviews
- Preparing suitability letters, summary reports and recommendations
A comprehensive understanding of the financial services industry and its products is essential with particular focus on Equity ISA’s, Unit Trusts, Investment Bonds and personal/company pensions and pension drawdown.
The role is for someone who is pro-active, has attention to detail, is an excellent communicator and can work well within a small team.
*** Joyce Guiness as an agency are unable to respond to the high volume of applications. If you are already registered with Joyce Guiness, please do not hesitate to contact your consultant directly ***
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