Paraplanner

Posted 18 October by Financial Divisions
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Paraplanner -

£25,000 - £33,000 plus bonus + benefits

Financial Divisions are currently working with a highly regarded and well-established Accountancy Practice with an expanding Wealth Management division.

The firm have experienced extensive growth in their successful Wealth Management division and currently seek a Paraplanner to join their London office.

As Paraplanner you will be given the guidance and support to progress your career towards a Financial Planner level status, through not only client exposure but also through the chartered qualification. As Paraplanner you will work closely with the Financial Planners providing support and working closely with HNW & Corporate clients. You will be responsible for producing suitability reports and having a strong understanding of products across the entire market places including pensions, investments, funds, trust, tax planning, estate planning and alternative investments.

As Paraplanner you will ideally be level 4 qualified and will have a strong background working within a wealth management or financial planning environment either in an advisory firm or accountancy practice. For immediate consideration please forward your CV to Ursula Sloan at Financial Divisions

Reference: 36394076

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