Job Title: Paraplanner
Financial Divisions are working with a progressive wealth management and financial planning business who are providing a modern and refreshed approach towards giving their clients financial advice. Many of the advisers have been in the industry for a number of years and are dedicated to providing a first-class service.
As the Paraplanner you will:
Carry out compliant and detailed research and technical analysis to support advice given by financial planners.
Review and propose adjustments to clients existing financial planning arrangements, preparing cash flows and complex financial planning calculations to assist financial planners in providing on going advice to their clients.
You will also be working with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering technical and qualified knowledge and on-going assistance.
Our client seeks a Paraplanner with at least 2years experience within a financial services role with excellent report writing, problem solving and decision-making skills. You will either be Diploma Qualified or currently studying towards the qualification. For immediate consideration please forward your CV to Madeleine Kerrane at Financial Divisions