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.
- 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
Reigate, Surrey Up to £35,000 per annum