Financial Paraplanner - Leading UK IFA

Accountancy Divisions Limited
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Financial Divisions are currently working with one of the UK’s leading IFA’s in their search for a Paraplanner. The firm are undergoing an extensive period of growth due to their strong client focused ethos and uncomplicated manner of financial planning.

As a Paraplanner you will be responsible for supporting a team of IFAs, producing suitability reports, product research and recommendations, working closely with Consultants & Directors throughout the sales process. The main areas of focus for the firm are within investments and pensions and you will provide communication with clients via the phone and through face to face meetings. The firm offer exceptional progression opportunities with the chance for you to complete the CF30.

As a Paraplanner you will be Level 4 Qualified and ideally working towards Chartered level. You will also have a strong track record in working in a paraplanning role in an IFA environment.

For immediate consideration for this Paraplanner opportunity please forward you CV to Mark Flannery at Financial Divisions or call

FD/MF/DPG4045 Financial Paraplanner - Leading UK IFA Guildford

£40,000 - 45,000