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 clientsReview and put together investment proposals for clientsProduce wealth management proposals and reports for clientsProduce cash flow reports for clientsPut together meeting packs for wealth management clientsReview Record of Advice documents and other documents to accompany proposalsStreamline, develop and review all reporting and proposal documentsImplement changes and other instructionsRequirements: Must have a Bachelor's degree in finance, accounting, economicsMust have 3-5 years experience in financial planning, previous investment research and portfolio analysis experienceMust be a Holder of or working towards a CFP certificationStrong Microsoft Office suite (excel) knowledgeStrong product, tax, wealth management and financial planning knowledgeMust be analytical and a problem-solverExcellent verbal and written communication skillsPrevious experience working with Morningstar, Xplan or Elite WealthPlease 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.