Paraplanner

Posted 5 April by Accountancy Divisions Limited Easy Apply

Are you an ambitious enterprising person looking for work life balance by securing a role closer to home, within a niche Wealth Management business?

Financial Divisions are working with a Wealth Management firm based in Gatwick looking for someone to join their growing team. If you have previous experience in a Paraplanning role then this might be the ideal job for you.

Key Responsibilities:

  • Researching product options.
  • Creating client suitability reports.
  • Analysing clients’ existing products.
  • Producing 'Voyant’ reports.
  • Creating new business paperwork.

The ideal candidate must be CII Diploma level qualified and have a minimum of 5 years Paraplanning experience.

If you feel you are suitable for this role, please send your CV Katherine Goodman at Financial Divisions

Ref: KG/1618 Paraplanner

Cheam, Surrey Up to £35,000 per annum

Reference: 34836926

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