Financial Divisions are delighted to be working with a very successful and growing boutique firm, who provide full holistic financial planning to their private and corporate clients.
As the Paraplanner, you will be supporting the Chartered Financial Planner/Director and working very closely alongside them. You will be the main point of contact for the clients and see each case through to completion. You will carry out detailed analysis and research, cash flow modelling using Voyant and then produce detailed suitability reports.
You will have the ability to think laterally and be able to challenge current standards and find ways to improve quality of advice.
I am looking for you to have an engaging manner, with excellent communication skills and building relationships internally within the team. A solution orientated approach with excellent influencingskills, good working knowledge of research tools.
Please do send your CV for the role of Paraplanner to Madeleine Kerrane at Financial Divisions
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