Paraplanner - Guildford
£30,000 - £36,000 per annum + Bonus
Financial Divisions are currently working with a leading Wealth Management business based in the Guildford area that offer financial advice to clients both in the UK and internationally. The firm have built a strong track record and relationships with clients across the globe and can offer employees the opportunity to work with a challenging range of clients. The firm is currently seeking a Paraplanner to join the team in a role that will provide first class support to a team of Financial Advisers.
As Paraplanner you will be responsible for producing suitability reports on a whole of market basis as well as providing technical research on products across pensions, investments, trusts and tax planning. You will liaise with clients and handle queries as well as support the Adviser in providing first class advice. As Paraplanner you will ideally have experience working in a wealth management environment for at least 2 years, and ideally have taken significant steps to completing your Level 4 Diploma in Financial Planning qualification. As Paraplanner you will also be able to demonstrate strong technical and product knowledge and excellent attention to detail.