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Senior Paraplanning Professional

2 months ago

St Albans, Hertfordshire, United Kingdom Financial Divisions Full time

Job Summary:

We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanning Professional, you will play a key role in providing high-quality financial planning services to our clients.

Key Responsibilities:

  • Provide full paraplanning support to senior financial planners, including researching solutions and writing compliant and suitable recommendations for clients.
  • Develop and maintain in-depth knowledge of financial products and services, including cash flow modelling and investment solutions.
  • Collaborate with financial planners to develop and implement comprehensive financial plans for clients.
  • Review client information, undertake research, and collate supporting documentation and application paperwork for advice.
  • Provide analysis of client needs, researching solutions and writing compliant and suitable recommendations for all clients.
  • Contribute to the development of new business opportunities and maintain strong relationships with existing clients.

Requirements:

  • A minimum of 2 years' experience in paraplanning, with a focus on client-facing and Level 4 Diploma qualifications.
  • Excellent technical paraplanning skills, including cash flow modelling and investment analysis.
  • Strong communication and interpersonal skills, with the ability to work effectively with financial planners, clients, and other stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Study support provided to assist with Advanced papers to achieve Chartered Status.

What We Offer:

  • A dynamic and progressive work environment with opportunities for career growth and development.
  • Excellent mentoring and support from experienced financial planners and industry experts.
  • A comprehensive study package, including bonus and opportunities for professional development.
  • A hybrid working arrangement, allowing for flexibility and work-life balance.