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.