Paraplanner - Investment Advisory Firm - London City
£40,000 - £50,000
Financial Divisions are currently working with a boutique Investment Advisory and Financial Planning firm based in Central London that focus on advising Solicitors, Lawyers & Barristers regarding their wealth management. As Paraplanner you will be responsible for working closely with the Financial Planners working across the market in an unrestricted environment on a variety of products including pensions, funds, investments, trusts and alternative investments. The firm offer a great niche to their clients and have a proven track record of handling legal clients in a successful manner.
As Paraplanner you will be level 4 qualified or be very close to completing your level 4 and have aspirations of progressing to Level 6 and becoming a Chartered Financial Planner within the firm. You will have strong experience in a Paraplanner or Trainee Paraplanner role ideally within a wealth management or Investment environment. Paraplanners should be experience in technical issues and products as well as producing client reports. For consideration please forward your CV to Mark Flannery