We are working with a leading Wealth Management client who are seeking qualified and experienced Paraplanner /s to join their team.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
You will support the new business team by analysing prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
This is a fantastic opportunity for a highly organised graduate, enthusiastic about finance and wealth management, looking to join a large wealth management company as a Graduate Paraplanner.
Your focus will be on assisting the team with financial administrative tasks.
Are you a confident outgoing graduate of any course, looking to get into the finance industry?
This particular Paraplanner position sits within our client's New Business team in which you will 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-Day
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
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.
Our immediate requirement is for an experienced Senior Onsite AV Engineer to be a key part of our London team, representing proAV and working onsite at a leading Global Asset Management Company, taking full responsibility for 2nd line break fix responsibilities within the London Headquarters.
One of many openings available at proAV (who have over 500 team members globally), this position is based within our end user's organisation in London who continue to invest in state-of-the-art technologies, services and training.
Role Overview
proAV are a leading global audio visual integrator, providing AV and event services across multiple client partnerships globally.
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