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Accountancy Divisions
,
London, Greater London
Paraplanner
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Paraplanner City of London £45 - 55k DOE A boutique Independent Wealth Management Firm based in London are looking for a diploma qualified Paraplanner to join their team due to further growth and expansion. You must be diploma qualified and my client will support you in working towards your Chartered status. My client offers fully independent holistic financial advice across pensions, investments, protection, IHT and EIS. You will be responsible for writing full suitability reports for the Senior Partner and cash flow modelling for client’s life planning. This is a technical Paraplanning role that requires you to have gained a significant amount of Paraplanning experience, working closely with the Partner/Adviser and preparing review meeting packs and producing illustrations. You will research the market and make recommendations for new clients and analyse existing client portfolios, follow up with any recommendations. The role will suit a highly competent diploma qualified Paraplanner, you will either be looking to continue your career as Technical Paraplanner or perhaps you would like to transition across to a Financial Adviser, the company can accommodate this. Please do send your CV for this fantastic Paraplanner opportunity to Ursula Sloan at Financial Divisions