We are looking for an experienced temporary worker with school administration experience.
From the 31st August we require someone with excellent computer skills and the ability to pick up a role without a handover.
This is an integral role to the school so we would require someone with intelligence, a self-motivator, quick thinker and have excellent communication skills as they would liaise with key stakeholders including parents.
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.