Paraplanner - West Byfleet
A well established wealth management company are looking to take on a Diploma Qualified Paraplanner due to amazing growth in their company over the past month or so.
What you'll be doing:
Assisting Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the firms Investment philosophy. Support Planner's in developing and maintaining a library of standard wording/reports for use in preparing client reports.
Skills and Qualifications:
3+ years financial services experience.
Must be qualified to level 4 in Providing Financial Advice.
Must hold a certificate in Financial Planning as a minimum, a Diploma in Financial Planning is desirable.
Must hold a certificate in Paraplanning.
If this sounds like you and you meet these requirements then apply with your CV and why you think you'd be a great candidate!
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