Paraplanner - UHNW Clients

Financial Divisions
Covent Garden
From £38,000 to £45,000 per annum
01 Oct 2017
03 Nov 2017
Contract Type
Full Time

Financial Divisions are currently working on an exciting opportunity for a Diploma Qualified Paraplanner to work closely with a Chartered Financial Planner providing financial planning and wealth management services with UHNW clients.

As Paraplanner you will be responsible for:

-Working closely with clients as a key point of contact, preparing and taking part in client meetings and having full over view of client file and reports

-Providing strong suitability reports with strong technical knowledge across the market and access to a whole of market product range

-Working with UHNW clients typically £1m plus in asset range with largest clients up to £20m in assets

-Working closely with the Financial Planner and gaining a strong understanding of the manner in which they work and what clients demand from them

As Paraplanner you will be diploma qualified with strong experience in a paraplanning role in an IFA firm or Financial Planning environment. You will have a strong eye for detail and be able to adapt to working with the demands of high profile UHNW clients.

For consideration please forward your CV to Mark Flannery at Financial Divisions or call to discuss.

Paraplanner - UHNW Clients

London, West End £38,000 - £45,000

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