Financial Divisions are currently working with one of the leading names in Wealth Management in search for a Paraplanner to join their team. The firm is looking for a strong and stable Paraplanner looking to progress their career. The firm will offer study support and a step into advisory role if desired.
The Paraplanner will be responsible for providing support to the Advisers, attending client meetings, providing sustainability reports and will need to have gained some experience within an IFA environment. As a Paraplanner you will be have support from the financial administration team and will be able to demonstrate a high level of knowledge on the markets.
In order to be considered for this position you should ideally have 18 months experience in a similar role, working towards a qualification and have strong knowledge of regulated products and their use in the wealth management / financial planning process.
For immediate consideration please for ward your CV to Ursula Sloan at Financial Divisions or call 0207 397 5544to discuss further.
Paraplanner – Guildford - £28000 - £33000
This job was originally posted as www.totaljobs.com/job/76012608