Accountancy Divisions Limited
City of London, London
13 Jul 2017
12 Aug 2017
Contract Type
Full Time

Paraplanner - Leading Wealth Management Firm

£38,000 - £45,000 per annum plus bonus

City of London

Financial Divisions are working with one of the UK’s leading Wealth Management and Financial Services firm’s; a well respected firm with a strong track record in developing staff and progressing careers. The firm seek a Paraplanner for their London office due to ongoing growth.

As Paraplaner you will be responsible for working closely with three specific Advisers within a structured Paraplanning team. You will be responsible for conducting research on product across the market on a holistic basis, looking at lifestyle planning calculations, valuations and working across a wide variety of products including pensions, investments, trusts, estate & IHT planning. As Paraplanner you will also produce first class suitability reports for Advisers and liaise with clients regarding recommendations.

Our client seeks a Paraplanner that is Level 4 Diploma qualified or is in the process of sitting their last exams. You will also be able to demonstrate a strong track record or working in a technical yet communicative manner as a Paraplanner. For immediate consideration please forward your CV to Mark Flannery at Financial Divisions