Paraplanner with route through to Adviser

Financial Divisions - 26 days ago
South East England, United Kingdom
Financial Divisions

Paraplanner with route through to Adviser

London

£40-50k plus excellent benefits with a discretionary bonus scheme.

Financial Divisions are delighted to be supporting a Chartered boutique wealth planner, asset manager and employee benefits specialist in their search for a Paraplanner.

It is a newly created role to provide paraplanning support to a successful Private Client Director who is currently delivering their own paraplanning work.

The Paraplanner role will provide financial planning support to the Private Client Director of a successful team, assisting them in delivering an outstanding holistic financial planning service to new and existing clients. The successful candidate will be Diploma-qualified with at least 3 years’ experience in a paraplanning role and will suit someone wishing to work towards an advisory role in the long-term.

You will be producing comprehensive and clear suitability letters for clients, gathering and analysing comprehensive, detailed information on clients from the advisers, researching and interpreting this information as required under the supervision of the team’s senior Technical Consultant. You will prepare client meetings and attend meetings where requested by the adviser, taking detailed written notes and following up on any technical points after any meetings attended and you will also prepare lifetime cashflow models.

I am looking for someone to be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised.

For immediate consideration, please send your CV to Madeleine

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