ALLONBY + PARTNERS in London Salary

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SHIPLEYS LLP 10 ORANGE STREET LONDON WC2H 7DQ UNITED KINGDOM
TIN: 10462150
  Finance and Insurance
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ALLONBY + PARTNERS
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Earnings on positions in ALLONBY + PARTNERS

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ALLONBY + PARTNERS is looking for employees for positions:

paraplanner

  • paraplanner

Requirements

  • financial Advice
  • wealth Management
  • graduate Entry
  • graduate Level
  • some experience in wealth management or a financial adviser environment
  • well organised, can prioritise effectively and has attention to detail. Can handle multiple tasks at the same time
  • good email/report/letter writing skills, as well as polite/good communicator
  • good initiative and can find a way to get the answer if no one is around

Responsibility

  • evaluating providers and products
  • researching funds and asset allocation modelling
  • cash flow modelling
  • preparation of suitability reports for discussion with financial planners
  • preparing and maintaining compliant client files
  • liaison with providers, clients and industry professionals
  • preparation of regular client reviews
  • implementing recommendations