Paraplanner - Croydon
£40,000-£42,000 plus benefits
Financial Divisions are working with a progressive wealth management and financial planning business who are committed to providing a high-quality service and professional advice, tailored to each client’s individual need. The business aim to provide their clients with the highest level of independent and professional advice that is not biased by adviser charges, commission or products.
As a Paraplanner you will carry out compliant and detailed research and technical analysis to support advice given by financial planners. You will be reviewing and proposing adjustments to clients existing financial planning arrangements, preparing cash flows and complex financial planning calculations to assist financial planners in providing on going advice to their clients. You will also be working with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering technical and qualified knowledge and on-going assistance.
Our client seeks a Paraplanner with at least 3 years experience within a financial services role with excellent report writing, problem solving and decision-making skills. You will be level 4 qualified and willing to work towards QCF Level 6.
For immediate consideration please forward your CV to Madeleine Kerrane at Financial Divisions