Financial Divisions are currently working with a lovely Wealth Management business in Reading 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.
As the paraplanner you will work alongside Financial Planners (FP) taking full responsibility for preparation and maintenance of client files, preparation and implementations of recommendations and Financial Plans (including cash flow forecasts) and ongoing reviews of client affairs. To keep up-to-date with technical issues and undertake necessary research.
To be considered for this role you will have excellent technical knowledge of Financial Services Products and a knowledge of technical financial planning tools and financial modelling software e.g Voyant and FE Analytics
For immediate consideration please for ward your CV to Madeleine Kerrane at Financial Divisions
Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.Report this job