Paraplanner

Posted 5 April by Accountancy Divisions Limited Easy Apply

Financial Divisions are currently working with an established IFA specialising in Wealth Management that is seeking a Paraplanner to join their team. They have a team of investment and financial planning professionals with, on average, 29 years’ experience; the majority of which have been working together for over 18 years. Due to expansion of the business, they are now looking for a Paraplanner that is highly self-motivated, proactive and maintains the highest standards of professionalism at all times. Our client offers extremely competitive salaries, pension contributions and bonuses designed to reward out - performance and retain staff. As each employee progresses so too will their salary.

Duties Include:

  • To provide support to financial advisers by conducting product research
  • Obtain all relevant pre-sale documentation (illustrations, product & fund literature, application forms etc.)
  • Write suitability reports (for initial advice and ongoing reviews)
  • Assist advisers in the delivery of advice (may be required to attend factfind and advice presentation meetings with advisers)
  • Assist advisers with reviews
  • Maintain technical and market awareness to ensure knowledge up to date
  • Undertake CPD relevant to role

Benefits Include:

  • Basic salary £42K plus discretionary bonuses
  • Auto-enrolment pension
  • DIS (after 3 months qualifying period)
  • CIC (after 3 months qualifying period)
  • PHI (after 3 months qualifying period)
  • PMI (after 3 months qualifying period)
  • Discounted gym membership (after 3 months qualifying period)

For immediate consideration please forward your CV to Megan Moriarty at Financial Divisions or call to discuss further.

Ref: MM/ CRO Paraplanner

London Salary: £35000 - £42000

Reference: 34837054

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