This job has ended. Find similar jobs.


Posted 31 January by Accountancy Divisions Limited Easy Apply Ended

Financial Divisions are currently working with a highly successful wealth management firm in their search for a Paraplanner for their office based in Haywards Heath, Wes Sussex. The firm have been present in the market for a number of years and have built up a strong name for quality of service to its clients. They require an additional Paraplanner due to continued growth, as Paraplanner you will be responsible for:

  • Attend clients meetings and discuss fact finds with clients to assess requirements

  • Producing suitability reports for clients

  • Providing strong market and product knowledge across the entire market

  • Product knowledge across products including investments, trusts, ISA, Pensions, inheritance tax planning and alternative investments

  • Working with a client portfolio of corporate businesses and HNW individuals

  • Providing market & technical knowledge to Advisers and clients

As a Paraplanner you will be Level 4 diploma qualified with experience working in a wealth management / IFA environment. The firm can offer progression for the Paraplanner through to Financial Planner level and will support the Chartered qualification exams. For immediate consideration please send your CV

Reference: 34362007

Bank or payment details should not be provided when applying for a job. is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job