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Senior Paraplanner - Mayfair - Leading Investment Manager - £55,000 plus bonus benefits

Financial Divisions
Closing date
18 Jan 2022

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Contract Type
Full Time
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Financial Divisions are currently working with one of the leading names in investment management in their search for a Paraplanner to join their sociable and experienced team. The firm has a strong history within investment and offers holistic financial planning and exceptional institutional investment.

As a Senior Paraplanner, you will be responsible for working closely with one of the firm's Directors as well as an Adviser providing tailored and detailed suitability reports for clients. You will attend client meetings, gain a strong understanding of each client's requirements and have a strong knowledge of the market to provide an investment plan. As a Senior Paraplanner you will have support from the Financial Administration team and be able to demonstrate high level of technical knowledge on market products.

You will be Level 4 qualified and working towards your Chartered Status, with a strong background working in an investment environment as a Paraplanner. For consideration please forward your CV to me at Financial Divisions.
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