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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