Job Title: Paraplanner
Financial Divisions are currently working with a growing Wealth Management business who are searching for a Paraplanner to join their team. I am looking for a Paraplanner who is studying towards or who has already achieved their Diploma in Financial Planning. The company are a growing company so if you have aspirations to grow and develop your career further, this is a great company to join.
As the paraplanner you will process the personal information provided by the clients during the client’s meetings, you will then carry out research to find the best solutions that meet the client’s needs and produce the suitability reports. Ideally you will have been working in a similar position for at least 12 months and have a strong knowledge of regulated products and their use in the wealth management / financial planning process.
For immediate consideration please for ward your CV to Madeleine Kerrane at Financial Divisions
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