Financial Divisions are currently working closely with a top tier IFA firm who are in search for a Paraplanner to join their team. The successful candidate will need to be strong and stable and also looking to progress their career. The firm will offer study support and a step into advisory role if desired.
The environment in which the candidate will be working is fast paced, dynamic and hardworking with an ethos of rewarding those who give their all including:
The role of the successful Paraplanner will be to provide support to a group of highly productive Financial Planners. You will be carrying out technical research on a full range of financial planning products and service. Write comprehensive and compliant detailed strategy and suitability reports. You will also be working closely with relevant Financial Planners, Paraplanners, Head of Client Service and Head of Compliance to ensure effective running of the business.
A strong understanding of the overall financial planning process and thoroughly understand the need to putting clients’ wishes at the centre of your work as this underpins the ethos of the firm.
The successful Paraplanner should ideally have experience in a similar role and excellent report writing skills
For immediate consideration please send your CV to John Whitehead at Financial Divisions