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 reccomendationFormulate plans for clients with highly specialised situationsReview clients' existing pension and investment bpnd arrangements to determine whether a transfer is suitableCreate and lead traning for other groups within the firm as neededKey Requirements:University degree or equivalent combination of education/experienceLevel 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3 + years financial services experienceStrong organisational skillsThis is an exiciting opportunity with a prestigious business offering great career development and earning potential going forward.
