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Accountancy Divisions
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Epsom, Surrey
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Paraplanner Epsom £30-40k excellent benefit package A fantastic opportunity has arisen for an experienced Paraplanner to join a highly respected Financial Planning firm, who nurture long term relationships with their clients. As the Paraplanner you will have a proven track record with in-depth technicalexperience. You will support the Financial Planner in research and analysis to meet client objectives, prepare client reviews, financial plans and suitability reports. You will also assist the Financial Planner with client presentations. You will have the ability to think laterally and be able to challenge current standards and find ways to improve quality of advice. I am looking for you to have an engaging manner, with excellent communication skills and building relationships internally within the advisoryteam. A solution orientated approach with excellent influencingskills, good working knowledge of research tools and experience of using Voyant cashflow. Please send your CV for the role of Paraplanner to Madeleine Kerrane at Financial Divisions