Financial Divisions
Godalming, UK
23 Jun 2019
01 Jul 2019
Contract Type
Full Time

£30-40k dependant on qualifications and experience

Financial Divisions are delighted to be supporting a very well established and rapidly growing Wealth Management firm in their search for a Paraplanner.

The firm have been operating out of the UAE and are now recentralising the business back to the United Kingdom and are expanding into the advice for Expats.

The Clients will typically be returning to the UK from Europe, Middle East and Far East and tend to be high net worth individuals returning with a clutch of disparate investment types that they have accumulated off-shore. There will be 'soon-to-be' Expats preparing for overseas service, seeking to make arrangements for both home and off-shore finances and there is a growing number of European domiciled clients seeking UK/FCA quality advice.

The ideal candidate will be a highly experienced 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. It is likely that for efficiency the Advice process will often be delivered via teleconference and you will be central to the Advice process.

As the Paraplanner, experience with Drawdown, portfolio planning for income, Life cover and EIS/BPR investments will be an advantage. Proven ability to keep Advisers on-track and on-compliance and proven ability to manage and communicate effectively with clients

Benefits include competitive salary, pension scheme, annual leave, a target related bonus, and continued development with a modern apprentice program.

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

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