Paraplanner - Leading Wealth Management Firm
Are you a Paraplanner seeking a progressive and technical role? Would you like to get market leading support for your Diploma and Chartered qualifications?
Financial Divisions are currently working with a leading Wealth Management firm based in Sheffield that is offering an impressive Paraplanner opportunity; a technical, holistic role with strong progression opportunities and unrivalled support to progress towards Chartered level no matter what your current examination level. As Paraplanner you will support a number of Advisers working across predominantly HNW individuals, entrepreneurs and corporate clients. You will be writing suitability reports, liaising with clients and conducting in depth market research.
As Paraplanner you will have experience working in a wealth management / financial planning environment with experience in writing suitability reports. If you have achieved your level 4 diploma status this will be an advantage although it is not essential. For immediate consideration please forward your CV to Mark Flannery at Financial Divisions or call to discuss.
Paraplanner - Leading Wealth Management Firm - Sheffield
Up to GBP30,000 plus bonus & market leading benefits