Paraplanner

Recruiter
Accountancy Divisions Limited
Location
Warnham
Posted
14 Apr 2018
Closes
21 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Are you an ambitious enterprising person looking for work life balance by securing a role closer to home, within a niche Wealth Management business?

Financial Divisions are working with a Wealth Management firm based in Gatwick looking for someone to join their growing team. If you have previous experience in a Paraplanning role then this might be the ideal job for you.

Key Responsibilities:

  • Researching product options.
  • Creating client suitability reports.
  • Analysing clients’ existing products.
  • Producing 'Voyant’ reports.
  • Creating new business paperwork.

The ideal candidate must be CII Diploma level qualified and have a minimum of 5 years Paraplanning experience.

If you feel you are suitable for this role, please send your CV Katherine Goodman at Financial Divisions

Ref: KG/1618 Paraplanner

Reigate, Surrey Up to £35,000 per annum

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