Paraplanner/Trainee Adviser

Posted 5 April by Accountancy Divisions Limited Easy Apply

Financial Divisions are recruiting a Paraplanner / Trainee Adviser for a central London office. This client is an award-winning fee-based financial planning company who provide holistic financial advice to high net worth individuals and families. Putting the client’s goals at the heart of the process they deliver creative solutions across a range of disciplines - comprehensive and bespoke financial planning, investment portfolio management, retirement and pension planning, tax and estate planning and advice on giving and philanthropy. They are proud to boast one of the most talented and highly qualified financial planning teams in the UK, employing individuals with the insight and capacity to readily translate complex financial issues and strategies into workable solutions.

The ideal candidate will be technically strong, have advanced excel skills and are minimum level 4 qualified or working towards it. The position is available immediately due to the growth of the business.

Benefits include:

1. 23 Days holiday plus Bank holidays and 12 refresher/study days

2. Support with professional training

3. Employer pension contribution of 10% (there is also a requirement for a 5% employee contribution)

4. Income protection benefit, private medical insurance and 4 x Death in Service Scheme

The successful Paraplanner / Trainee Adviser will enjoy a highly rewarding career working for an award winning and progressive company who invest in their staff and value and reward individual contribution. This is an excellent step up for someone looking for a company that can train and build on their existing experience.

For immediate consideration please forward your CV to Megan Moriarty at Financial Divisions or call to discuss further.

Ref: MM/ CRO Paraplanner / Trainee Adviser

London Salary: £50000 + Benefits

Reference: 34837000

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