Paraplanner

Recruiter
Financial Divisions
Location
Weybridge, UK
Salary
Competitive
Posted
21 May 2019
Closes
27 May 2019
Ref
1075362500
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Weybridge, Surrey

£35-45k dependent on qualifications and experience

Financial Divisions are delighted to be supporting an awarding winning firm in their search for a Paraplanner. You will support four Partners in the practice and work alongside five Administration executives and three Paraplanners.

You will be working in a team who deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and other financial planning (such as business or personal protection). The clients, on average have at least £500k to invest, so the ideal candidate will be required to write bespoke reports that are specifically tailored to the client's requirements.

In addition, you will carry out high quality research on a full range of financial planning products in line with the advice process and compliance framework and writing detailed strategy and recommendation reports resulting in specific recommendations.

A high attention to detail, thinking outside the box, a 'personal touch' and being able to deal with more complex investment solutions are therefore a prerequisite.

The role will be varied and requires a numerate and articulate individual who is highly organised, self-motivated and can influence others. The ideal candidate must possess excellent PC skills and have proven communication skills.

For immediate consideration for this position, please email a copy of your CV to madeleine kerrane

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