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Chartered Paraplanner - UHNW Client Portfolio

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Chartered Paraplanner - UHNW Client Portfolio

£45,000 - £50,000 + bonus

London, West End

Financial Divisions have an exciting opportunity on offer with one of our leading West End based clients. The firm operate in the UHNW client space offering a holistic financial planning service to their clients. The firm is seeking a Chartered Paraplanner to join their firm due to continued growth. As Chartered Paraplanner you will work closely with one of the firm’s top performing Financial Planners providing a full support service to them and clients on a technical basis.

As Chartered Paraplanner you will prepare for and take part in client meetings with clients typically in the £1m to £20m asset range. You will provide strong technical support in the form of suitability reports and consistent client review and communication. This role requires strong technical experience, attention to detail and a keen eye for client service.

As Chartered Paraplanner you will have achieved your Chartered / Advanced Diploma status or be on the way to completing this qualification in the next 12 months as a maximum. You will be able to demonstrate a track record of paraplanning experience within an IFA / Financial Planning type environment as well as personal attributes such as eye for detail, organisation skills, client relationships.

For immediate consideration please forward your CV to Mark Flannery at Financial Divisions

Reference: 34396916

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