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

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