Senior Paraplanning Professional
2 months ago
We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.
Key Responsibilities- Conduct in-depth research to understand clients' financial needs and objectives
- Develop and maintain a thorough understanding of investment portfolio analysis
- Compile and prepare technical suitability reports, investment/pension/protection illustrations, and documentation
- Ensure compliance with FCA regulations and maintain high standards of professionalism
- Support with ad-hoc projects and tasks as required
- Review and understand existing scheme information from providers
- Utilize research tools and systems, including FE Analytics and Voyant cash flow modelling
- Minimum diploma qualification in a relevant field, with a strong desire to achieve Chartered status
- Proven experience in a senior paraplanning or technical role within an advisory practice
- Excellent knowledge of key areas of financial planning and advice, including pensions, investments, IHT, and estate planning
- Strong analytical and communication skills, with the ability to interpret complex planning into clear and concise reports
- Competent in using and presenting with FE Analytics and Voyant software
- Experience of participating in client-facing meetings with advisers
We are looking for a talented and professional Paraplanner who is passionate about delivering exceptional client service and supporting our advisers in achieving their goals. If you have a strong desire to continue your professional development and achieve Chartered status, we would love to hear from you.
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Senior Paraplanning Professional
2 months ago
Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment portfolios and...
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Senior Paraplanning Professional
2 months ago
Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment portfolios and...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a vital role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a vital role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment...
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Senior Financial Professional
3 days ago
Sevenoaks, Kent, United Kingdom TPF Recruitment Full timeTPF Recruitment, a leading accountancy practice recruitment agency, has an exciting opportunity for a Senior Financial Professional at a highly regarded chartered accountancy practice based in Sevenoaks.This well-established firm has developed a strong reputation across Kent, the South, and nationally. Acting for interesting and growing businesses, including...
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Senior Care Professional
2 weeks ago
Sevenoaks, Kent, United Kingdom Healthcare Clinical Recruitment Ltd Full time £15 - £19Senior Care ProfessionalHealthcare Clinical Recruitment Ltd is seeking a highly skilled Senior Care Professional to join their team at a Nursing Home in the Sevenoaks area. The ideal candidate will have experience working with the elderly and hold a Level 3 NVQ in Health and Social Care or be working towards this qualification.The Senior Care Professional...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeThe OpportunityWe are seeking a talented Paraplanner to join our team at Financial Divisions, a successful Chartered IFA practice. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service and achieving business growth.About the RoleConduct research to understand clients' financial needs and...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeThe OpportunityWe are seeking a talented Paraplanner to join our team at Financial Divisions, a successful Chartered IFA practice. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service and achieving business growth.About the RoleConduct research to understand clients' financial needs and...
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Tax Senior Professional
3 days ago
Sevenoaks, Kent, United Kingdom TPF Recruitment Full timeJob OpportunityTPF Recruitment, a leading recruitment agency for accountancy practices, is excited to offer a challenging role for a Tax Semi Senior to join a reputable firm of chartered accountants in Kent.As a Tax Semi Senior, you will play a key part in delivering personal tax compliance and advisory services to a diverse client base. You will work...
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Paraplanner (Client Facing) Role
1 month ago
Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a successful Chartered IFA practice. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct research to understand clients' financial needs and objectivesAssist with...
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Paraplanner (Client Facing) Role
1 month ago
Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions, a successful Chartered IFA practice. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct research to understand clients' financial needs and objectivesAssist with...
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Senior Claims Professional
5 days ago
Sevenoaks, Kent, United Kingdom Acorn insurance & Financial Services LTD Full timeWe are currently recruiting a Senior Claims Professional to join the Fleet and Specialist product team at Acorn insurance & Financial Services LTD.This role involves proactively managing a portfolio of Fleet and Specialist products in motor claims from start through settlement.The ideal candidate will be responsible for validating all claims for indemnity...
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Senior Tax Professional
1 month ago
Sevenoaks, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a well-established accountancy firm in the UK, offering a range of services including accounting, audit, and tax.Job DescriptionWe are seeking a highly skilled Senior Tax Professional to join our team in Sevenoaks. As a key member of our tax department, you will be responsible for managing a mixed portfolio of corporate and...
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Senior Tax Professional
1 month ago
Sevenoaks, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a well-established accountancy firm in the UK, offering a range of services including accounting, audit, and tax.Job DescriptionWe are seeking a highly skilled Senior Tax Professional to join our team in Sevenoaks. As a key member of our tax department, you will be responsible for managing a mixed portfolio of corporate and...
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Senior Tax Professional
1 month ago
Sevenoaks, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a well-established accountancy firm in the UK, offering a range of services including accounting, audit, and tax.Job DescriptionWe are seeking a Senior Tax Professional to join our team in Sevenoaks. The successful candidate will have experience in managing a mixed portfolio of corporate and personal tax clients, ensuring...
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Senior Tax Professional
1 month ago
Sevenoaks, Kent, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a well-established accountancy firm in the UK, offering a range of services including accounting, audit, and tax.Job DescriptionWe are seeking a Senior Tax Professional to join our team in Sevenoaks. The successful candidate will have experience in managing a mixed portfolio of corporate and personal tax clients, ensuring...
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Senior Sales Professional
4 days ago
Sevenoaks, Kent, United Kingdom Designer Contracts Full timeOverviewDesigner Contracts seeks a highly motivated and experienced sales professional to lead our sales team as a Senior Sales Professional. This exciting opportunity will see you driving business growth, maximising sales, and delivering exceptional customer service.The ideal candidate will have a proven track record of acquiring and developing new...
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Tax Professional
3 weeks ago
Sevenoaks, Kent, United Kingdom TPF Recruitment Full timePersonal Tax Semi Senior OpportunityTPF Recruitment, a leading accountancy practice recruitment agency in Kent, is excited to offer a challenging role for a Personal Tax Semi Senior to join a fantastic firm of chartered accountants in Sevenoaks.Key Responsibilities:Manage and deliver personal tax compliance and advisory services to a diverse portfolio of...
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Tax Professional
3 weeks ago
Sevenoaks, Kent, United Kingdom TPF Recruitment Full timePersonal Tax Semi Senior OpportunityTPF Recruitment, a leading accountancy practice recruitment agency in Kent, is excited to offer a challenging role for a Personal Tax Semi Senior to join a fantastic firm of chartered accountants in Sevenoaks.Key Responsibilities:Manage and deliver personal tax compliance and advisory services to a diverse portfolio of...
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Tax Senior Professional
1 week ago
Sevenoaks, Kent, United Kingdom TPF Recruitment Full timePersonal Tax Compliance SpecialistTPF Recruitment is seeking a highly skilled Personal Tax Compliance Specialist to join our team of experienced tax professionals. As a key member of our team, you will play a crucial role in managing and delivering personal tax compliance and advisory services to a diverse portfolio of clients.Key Responsibilities:Preparing...