Accountancy Divisions Limited
14 May 2017
13 Jun 2017
Contract Type
Full Time

Financial Divisions are currently working closely with a top tier IFA firm who are in search for a Paraplanner to join their team. The successful candidate will need to be strong and stable and also looking to progress their career. The firm will offer study support and a step into an advisory role if desired.

This very successful firm which is now a top 100 UK IFA offers a variety of benefits to the right candidate such as:

  • Discretionary annual bonus
  • Contributory pension scheme
  • Private Medical Insurance
  • 4 x Death in Service Life cover
  • Permanent Health Insurance
  • Interest free season ticket loan

As a Paraplanner you will be responsible for providing support to one or more advisers, which includes but is not limited to the following:

  • To help provide solutions to clients needs and give them a service which surpasses their expectations
  • Attending client meetings and taking minutes
  • Analysing client’s existing products to determine whether they meet the client’s current objectives
  • Preparing product comparisons for analysis by adviser
  • Preparing draft recommendation reports ensuring they meet clients objectives
  • Maintaining client files in line with Compliance procedures
  • Diarising and arranging client review meetings
  • Building and maintaining client relationships through face to face and written/telephone communication

The successful Paraplanner should ideally have experience in a similar role, be Diploma qualified or working towards a qualification.

For immediate consideration please for ward your CV to Mark Flannery at Financial Divisions or call

MF/FD/PP3844 Paraplanner London

Salary: £38000 - £44000