Senior Paraplanner - Opportunity to Progress to Adviser?

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £45,000 per annum

Overview

Senior Paraplanner - Opportunity to Progress to Adviser? Up to £45,000 plus Bonus London Are you a Paraplanner with aspirations to progress to Adviser? Can your current firm offer you the progression to Adviser within the time frame you want? Financial Divisions are currently working with a leading Financial Services business with a strong IFA division. The firm have been experiencing impressive growth throughout 2015 & 2016 and have expectations of further growth throughout 2017 & 2018. Due to a Paraplanner being promoted to Adviser the firm require a Paraplanner to join the team to team and provide exceptional technical advisory support to the Financial Advisors, reporting to the Executive Director of the firm. You will provide suitability reports and technical analysis in a whole of market capacity working with local HNW clients across products including pensions, various types of investments, trusts & inheritance tax planning. As Senior Paraplanner you should be Level 4 Diploma qualified or nearing completion of the qualification (2 exams remaining or less) and be able to demonstrate strong experience working in a paraplanning capacity in a wealth management environment. For immediate consideration please contact Ursula Sloan at Financial Divisions

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