Paraplanner

Posted 15 June by Accountancy Divisions Limited Easy Apply

Title: Paraplanner

Location: Reading

Salary: £35,000-40,000

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

Reference: 35399608

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