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Accountancy Divisions
,
London, Greater London
Senior Paraplanner - Mayfair - Multi- Ward Winning IFA
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Senior Paraplanner - Mayfair - Multi- Ward Winning IFA £45,000 - £55,000 plus bonus benefits Financial Divisions are currently working with one of the leading names in Wealth Management in their search for a Senior Paraplanner who is diploma qualified and working towards your Chartered Status, to join a highly experienced and dynamic team. The firm has a strong reputation 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 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 writing suitability reports across pensions, investments, IHT & estate planning and protection. Ideally you will be able to use your own initiative and look at improving processes and implementing new procedures where you feel would be applicable. As a Senior Paraplanner you will be Level 4 qualified or nearing qualification with a strong background working in an investment environment as a Paraplanner. For consideration please forward your CV to Ursula Sloan at Financial Divisions