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Job Location | East London |
Education | Not Mentioned |
Salary | £47,000 - £55,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team.You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this roleyou will be expected to formulate asset allocation recommendations, and write suitability reports.Responsibilities: