Paraplanner

Posted 14 March by Accountancy Divisions Limited Easy Apply

Job Title: Paraplanner

Location: Berkhamsted

Salary: £38,000

Financial Divisions are working with a progressive wealth management and financial planning business who are providing a modern and refreshed approach towards giving their clients financial advice. Many of the advisers have been in the industry for a number of years and are dedicated to providing a first-class service.

As the Paraplanner you will:

  • Carry out compliant and detailed research and technical analysis to support advice given by financial planners.

  • Review and propose 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 2years experience within a financial services role with excellent report writing, problem solving and decision-making skills. You will either be Diploma Qualified or currently studying towards the qualification. For immediate consideration please forward your CV to Madeleine Kerrane at Financial Divisions

Reference: 34683863

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