Paraplanner

Recruiter
Financial Divisions
Location
Weybridge, UK
Salary
Competitive
Posted
25 May 2019
Closes
03 Jun 2019
Ref
1098077940
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Weybridge

£30-40,000

Financial Divisions are delighted to be working with a leading IFA firm and supporting them in their search for a Paraplanner.

The firm specialise in Global Financial Planning and the firm's technical capability reach across to Australia, New Zealand, Canada, USA, South Africa and Asia, as well as the United Kingdom.

As the paraplanner, you will work one on one with an Adviser, and work on some very interesting and complex cases. The firm work in quite a niche market, so even if you are an experienced Paraplanner, there will be plenty to learn here.

After reviewing the facts finds and understanding the client's requirements, you will then undertake the necessary research and analysis, produce quotes from in house platforms or external providers and produce suitability reports.

The ideal candidate will be a Diploma Qualified Paraplanner, highly process-driven, wishing to/capable of getting involved with client contact as well as provide high quality Advice packages. Familiarity with the typical advice systems and IT in general is essential.

Benefits include competitive salary, pension scheme, annual leave, and continued development and support towards your studies.

For immediate consideration for the Paraplanner role, please send your CV

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