Senior Paraplanner

Recruiter
Accountancy Divisions Limited
Location
Witney
Posted
16 May 2018
Closes
18 Jun 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Senior Paraplanner

Salary: Up to £50,000 dependant on qualification and experience

Location: Witney

Financial Divisions are currently working with a very successful Financial Services business who have been experiencing impressive growth over the last 5 years and have expectations of further growth. Due to the growth of the firm, they require a Senior Paraplanner to join the team and provide exceptional technical advisory support to the Financial Advisors, reporting to the Director of the firm.

You will provide suitability reports and technical analysis in a whole of market capacity working with local HNW clients across products including pensions, various types of investments, trusts & inheritance tax planning. As Senior Paraplanner you should be Level 4 Diploma qualified or nearing completion of the qualification (2 exams remaining or less) and be able to demonstrate strong experience working in a paraplanning capacity in a wealth management environment.

For immediate consideration please contact Madeleine Kerrane at Financial Divisions

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