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Financial Paraplanner

Posted 9 March by Accountancy Divisions Limited Easy Apply Ended

Full time: Financial Paraplanner

Location: Guildford

£28,000 to £30,000 per annum

Are you an ambitious enterprising person looking for work life balance by securing a role closer to home, within a well established Wealth Management business?

Financial Divisions are working with a Wealth Management firm based in Guildford looking for someone to join their growing team. If you have previous experience in a Paraplanning role then this might be the ideal job for you.

Key Responsibilities:

Be able to draft net worth statements, income and expenditure statements and financial cash flow forecasts for presentation to the client.

Undertake independent research to identify suitable solutions to meet the client’s needs.

Prepare information/comparisons for analysis and further discussion with the adviser and for presentation to the client.

Submit suitability report requests to central report writing team and check draft reports to ensure these are written in accordance with the agreed recommendations, are technically correct and meet the agreed compliance and quality requirements.

Where relevant, attend client meetings with financial planners to provide technical assistance, or present cash flow forecasts.

The ideal candidate must be CII Diploma in Regulated Financial Planning level qualified and have a minimum of 3 years Paraplanning experience. The ideal candidate must also hold a full Driving License.

If you feel you are suitable for this role, please send your CV Katherine Goodman at Financial Divisions

Reference: 34650167

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