Senior Paraplanning Professional

2 months ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time
About the Role

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
Requirements
  • 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
About You

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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