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Posted 2 February by Accountancy Divisions Limited Easy Apply Ended

Are you tired of commuting to London? Would you still like to work for a market leader?

Financial Divisions are currently working on behalf of a leading Wealth Management firm seeking a Paraplanner for their office in Chelmsford Essex. This is the perfect opportunity for someone not looking to make the mundane London commute, but work for one of the market leaders in their field. As a Paraplanner you will be responsible for:

  • Working closely with a number of Advisers providing technical support

  • Working with HNW clients typically with £500k upwards to invest

  • Researching product such as pensions, various types of investments, trusts, estate and IHT planning on a holistic basis

  • Producing suitability reports tailored to each client based on risk profiling and personal situation

As a Paraplanner you will be level 4 diploma qualified or near to completing your exams and will have strong experience working in a wealth management environment in a paraplanning role. You will be able to demonstrate a strong track record of internal and external communication and technical knowledge. Please send your CV to John Whitehead at Financial Divisions

Reference: 34381519

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