Financial Planning Professional

2 days ago

Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Opportunity: Paraplanner to Advisor

We are seeking a qualified Paraplanner to join our team at Financial Divisions, a professional and award-winning Financial Advice firm. This role offers a great opportunity for the right candidate to work with a progressive and reputable independent financial planning firm.

Key Responsibilities:

  • Reporting on portfolio performance and analysing market offerings, services, and products.
  • Administering and actioning advice given by the advisor, covering pensions, investments, tax planning, IHT, mortgages, and some protections.
  • Developing and updating templates, client-facing materials, and IO with client data, emails, docs, and tasks.
  • Liaising with clients regarding technical replies, end of tax year queries, and factual information.
  • Transacting with Nucleus and Fidelity, and understanding all platforms and how they work.

Requirements:

  • Diploma qualified, with at least 3 years IFA experience.
  • Ability to work in a financial planning or wealth management firm, with support for further learning and development.

About the Role:

This is a fantastic opportunity for a Paraplanner to develop their skills and experience in a dynamic and supportive environment. Our client is a well-established and reputable firm, with a strong reputation in the IFA/Financial Planner community.

What We Offer:

Competitive salary, opportunities for further learning and development, and a supportive team environment.

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