Paraplanner

Recruiter
Financial Divisions
Location
Cranleigh, UK
Salary
Competitive
Posted
12 Sep 2019
Closes
02 Oct 2019
Ref
1222736840
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Cranleigh

£30-40k dependant on qualifications and experience

Financial Divisions are delighted to be supporting a growing firm in their search for Paraplanner. They have been described as a great place to work by all its employees and they are an Award-winning firm.

In addition to paying competitive salaries and a comprehensive package of employee benefits, they fully fund and support professional development including membership of the Chartered Insurance Institute and relevant examinations.

Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting the Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.

The ideal candidate will have proven experience in a Paraplanning role, with excellent attention to detail and strong analysis skills.

You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.

A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.

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

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