Paraplanner

My client is a boutique Wealth Manager who provides personal Wealth Management and Investment Management to High-Net Worth individuals and families. If you have the requirements below, please do not hesitate to apply Responsibilities: Put together asset allocation reports for clients Review and put together investment proposals for clients Produce wealth management proposals and reports for clients Produce cash flow reports for clients Put together meeting packs for wealth management clients Review Record of Advice documents and other documents to accompany proposals Streamline, develop and review all reporting and proposal documents Implement changes and other instructions Requirements: Must have a Bachelor's degree in finance, accounting, economics Must have 3-5 years experience in financial planning, previous investment research and portfolio analysis experience Must be a Holder of or working towards a CFP certification Strong Microsoft Office suite (excel) knowledge Strong product, tax, wealth management and financial planning knowledge Must be analytical and a problem-solver Excellent verbal and written communication skills Previous experience working with Morningstar, Xplan or Elite Wealth Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.