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Paraplanner

Paraplanner

Posted 28 September by Financial Divisions
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Paraplanner - West End DFM - Strong Investment Exposure

£35,000 - £40,000 plus benefits & bonus

London, West End

Are you a Paraplanner seeking further exposure to Investment Management as well as Wealth Management?

Financial Divisions are working with a leading DFM based in the West End seeking a Paraplanner to join their growing UK focused Wealth & Investment management division. The firm have an excellent name in the market for variety of investment and wealth management solutions for their private and corporate clients. As Paraplanner you will work closely with Wealth & Investment Advisers providing holistic market research across various types of investments, as well as more traditional wealth management products including trusts, pensions and IHT planning.

Our client seeks a Parplanner with 2 years’ paraplanning experience, a strong track record of producing accurate suitability reports and conducting technical analysis. The successful Paraplanner will have completed or currently studying their Level 4 Diploma in Financial Planning. For immediate consideration please forward your CV to Katherine Goodman at Financial Divisions

Reference: 36226726

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