Paraplanner

Posted 28 January by Financial Divisions
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Financial Divisions are delighted to be supporting a growing firm in their search for a Paraplanner, to work in a pooled environment and support 8 Advisers. The firm have a great reputation and have gone from strength to strength, now employing over 100 people.

As the Paraplanner you will attend all the client meetings, carry out detailed analysis and research, cash flow modelling via voyant and produce detailed suitability reports. You will also be the first point of contact for all the clients and deal with any queries they may have.

I am looking for you to have an engaging manner, with excellent communication skills and building relationships internally within the advisory team. A solution orientated approach with excellent influencing skills and a good working knowledge of research tools.

To be considered for this role, you will be Diploma qualified and have worked as a Paraplanner for a minimum of 2 years.

Paraplanner

London

£40k - £50k plus bonus and excellent benefit package

Reference: 39297966

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