Product Features
Blog
Contact Us
Sign In
Accountancy Divisions
,
Epsom, Surrey
Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £50,000 per annum |
Overview
Paraplanner Up to £50k dependant on qualifications and experience plus benefit package including 25 days holiday, pension and private medical insurance Financial Divisions are delighted to be working with a very successful Award Winning, Chartered Financial Planning Business in their search for a Paraplanner. They have been in business for over 20 years and have a team of highly qualified and experienced specialists. As the Paraplanner, you will support 2 Advisers, carrying out technical research and preparation for client meetings, preparing client reports and suitability letters, preparing pension transfer reports, handling technical client queries, assisting with creation/evolution of Model portfolios / member of our Investment Committee and compliance oversight / Client Files ensuring team complies with FCA and internal compliance procedures. You will have a strong knowledge of investments and pension products, with experience of using provider platforms and product providers. You will be Diploma Qualified Paraplanner, ideally with at least 3 years’ experience as a Paraplanner. You will have strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner, with strong interpersonal skills. For immediate consideration for the Paraplanner role, please contact Madeleine