Paraplanner at Network Recruitment

Job description

A top financial advisory company is currently looking for a top performing paraplanner who is interested in long-term growth. The successful candidate will be working with skilled wealth managers and an international network of partner organisations. They offer a wide range of wealth solutions, and are committed to world class service.

As the successful incumbent you will be responsible for the following:

• Compile draft net worth statement, income and expenditure statements and financial cash flow forecast
• Prepare information/comparisons for analysis by planner
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Review investment portfolio, asset allocation, risk profile etc.

Education and Experience

• Relevant degree
• 2 years + experience in a similar role