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Paraplanner - High End Boutique IFA

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Paraplanner - High End Boutique IFA

City of London

£37,000 - £47,000 per annum

Financial Divisions is working with a boutique City based IFA situated near Moorgate. The firm is keen on adding a Paraplanner to their successful team that is at least Level 4 qualified with a number of years’ experience in a paraplanning and/or support roles within a wealth management environment.

The firm is still in it’s infancy with less than 10 years in the London market but is being run by a group of Directors that has over40 years’ experience in the market. The firm operate with HNW & UHNW clients predominantly City based professionals from the Insurance, Legal & Financial Services sectors. As Paraplanner you will be responsible for overseeing the full technical support and report writing for onne of the firm’s highest performing Advisors. You will be required to provide client focused support work in an ethical manner with high levels of attention to detail.

As Paraplanner you will be a minimum of Level 4 qualified with a minimum of 2 years’ experience in the wealth management sector in a support or paraplanning capacity. For immediate consideration please contact Mark Flannery at Financial Divisions with you CV

Reference: 34396680

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