BOURLET CONSULTING Salary
WINNINGTON HOUSE 2 WOODBERRY GROVE FINCHLEY LONDON N12 0DR UNITED KINGDOM
TIN: 08118373
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Earnings on positions in BOURLET CONSULTING
BOURLET CONSULTING is looking for employees for positions:
paraplanner
Working hours
- full-time | Permanent
Responsibility
- attending client meetings following training to assist the Financial Planner & take notes
- building and maintaining up to date client files
- analysing existing plans and investments
- writing Strategy and Investment Plans
- assisting in the implementation of the Financial Planner’s investment recommendations
- preparing Client Annual Review meetings and assisting with post-meeting follow up actions
- writing Suitability Reports
- dealing with ad-hoc servicing queries and tasks for clients
Requirements
- experience in wealth management, pensions, or financial advisory environment
- well organised, ability to prioritise effectively
- appetite to do CII exams to complete the Diploma and beyond
- attention to detail
- ability to construct written reports
- excellent IT skills
- good client communication skills, both verbal & written
- positive attitude, a ‘can-do’ approach