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Missouri State Employees' Retirement System

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Ontario, Canada

Texas Permanent School Fund Corporation

Austin, Texas

Texas Permanent School Fund Corporation

Austin, Texas

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Toronto, Canada

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MacArthur Foundation

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Oxford Knight

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London, United Kingdom

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Goodman Masson

London, United Kingdom

Deutsche Bank

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PER, Private Equity Recruitment

London, United Kingdom

Oxford Knight

London, United Kingdom

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Paraplanner - Wealth Manager
The Role: Work with the wealth managers to discuss client objectives and growth plans. Undertake financial analysis and produce reports to discuss with the adviser. Continuous maintenance of client relations including producing annual reports to present to clients in yearly review meetings. Give continuous updates to senior team members on structured growth plans for clients. Guide junior members of the team on daily procedures. Keep up to date with legal and technical changes to ensure the company's regulations are current. Work as a key part of a collaborative team to develop your knowledge. Requirements: Previous paraplanning experience. Level


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