Location: Greater London
Job Ref: FD / KG
Salary: £40K - £65K + bonus
Job Title: Paraplanner
Salary: £40K – £65K
Benefits: Discretionary Annual Bonus+ + Private Medical Insurance + 25 days Annual Leave + Study Support towards Chartered Status
Financial Divisions are currently working with an international accounting and business advisory firm, operating globally in 89 countries. As an award winning, independent Chartered Financial Planning firm, they provide bespoke, impartial advice and wealth management to a varied client bank which includes private wealth individuals, Business Owners and Artists.
A Paraplanning position has become available in their already well-established team. In the London office you will work alongside a team of dynamic Paraplanners providing support to the Financial Advisory team.
As a Paraplanner you will be expected to complete the following duties:
- Drafting client-centric suitability reports.
- Cash flow modelling.
- Tax calculations
- Liaising with product providers.
- Maintaining client files.With ongoing mentoring and advise from your financial Adviser you will continue to expand your technical knowledge allowing you to further your career. This opportunity can offer progression to become a financial adviser if this is desired.To be considered you must have a minimum the level 4 diploma in financial planning and ideally be working towards Chartered Status.
- For immediate consideration please submit your CV across to Katherine Goodman at firstname.lastname@example.org