Paraplanner - Mayfair - Leading Investment Manager
£40,000 - £45,000 plus bonus + benefits
Financial Divisions are currently working with one of the leading names in investment management in their search for a Paraplanner to join their ever expanding team. The firm has a strong history within investment and offers holistic financial planning and exceptional institutional investment.
As Paraplanner you will be responsible for working closely with one of the firm’s Directors as well as an Adviser providing tailored and detailed suitability reports for clients. You will attend client meetings, gain a strong understanding of each client’s requirements and have a strong knowledge of the market to provide an investment plan. As Paraplanner you will have support from the Financial Administration team and be able to demonstrate high level of technical knowledge on market products.
As Paraplanner you will be Level 4 qualified or nearing qualification with a strong background working in an investment environment as a Paraplanner