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Technical Paraplanner (Wealth Management)

  • Location


  • Sector:


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  • Salary:


  • Contact:

    Tijana Tufek

  • Job Reference:


  • Published:

    about 1 year ago

  • Expiry:


  • Client Details:


  • Consultant:

    Tijana Tufek

Unfortunately this job has now expired. However you can view all of our Live jobs here.

A well-established Switzerland based wealth management firm is seeking to employ a Technical Paraplanner for its office in Malta.

Job duties include:

  • Support in the development and servicing of client relationships
  • Assess client needs and advise on appropriate solutions
  • Work on technically validating advice provided and proactively challenge if necessary
  • Assist with research and creation of client suitability reports
  • Obtain illustrations, related documentation and forms to support suitability reports
  • Preparation of draft regular reviews
  • Prepare client portfolio information and performance data
  • Liaise with product providers/ intermediaries with regard to clients' policy issues
  • Research
  • Assist and support the development and Trainee

Skills and Qualifications required:

  • Previous experience in a similar role
  • Experienced in the preparation of suitability reports
  • Confident communicator
  • Strong in research
  • Understand legislation and its application

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