5 days left
- Full Time
Are you a Paraplanner seeking to move into a firm with realistic career prospects?
Financial Divisions are currently working with a nationwide succession wealth management advisory firm who are 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 successful Paraplanner will be responsible for reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM investment philosophy. The Paraplanner will also be supported by our administration team enabling you to focus on planner relationships and offer our clients the experience they deserve.
This firm also offer a variety of bonuses including:
Benefits package including death in service
Child care voucher scheme membership
Future share incentive schemes
To be considered for this position you must have 3+ years financial services experience, excellent inter - personal skills and must hold a certificate in Financial Planning although a Diploma is desirable.
For immediate consideration please send your CV to Mark Flannery at Financial Divisions or call to discuss
FD/MF/PPL3040 Paraplanner London
Salary: £30000 - £40000