Paraplanner / Wealth Planner

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £40,000 per annum

Overview

Paraplanner/Wealth Planner £40-50k excellent benefit package and bonus London Financial Divisions are supporting a dynamic and expanding wealth management firm in their search for a Wealth Planner/Paraplanner. This position is supporting a Managing Partner and his team, in the administrative management of client portfolios and helping to build the business. This is an amazing opportunity for a previous Financial Adviser, who is tired of working towards sales and targets in an Adviser role, but instead would still like client interaction but in more of a Paraplanning support role. You will work really closely with the Managing Partner attending client meetings, assisting with the fact finds, carrying out really detailed analysis and research and producing cash flow plans, so the Managing Partner can make his recommendations. You will have the ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure while remaining calm and flexible, proactive, resource and efficient with a high level of professionalism. I am looking for you to have completed your Diploma in Regulated Financial Planning, have solid analytical and research skills and be able to communicate your technical knowledge clearly. You will have excellent interpersonal skills and be able to converse at all levels. For immediate consideration, please send your CV to madeleinekerrane

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