Financial Planning Assistant

5 days ago

Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time £45,000 - £65,000
Financial Paraplanner Role

We are seeking a skilled Financial 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 advisors in delivering exceptional client service.

Key Responsibilities:

  • Reporting on portfolio performance and analysing market offerings, services, and products
  • Administering and actioning advice given by the advisor, including pensions, investments, tax planning, IHT, mortgages, and protections
  • Writing financial plans and annual reviews
  • Updating IO with client data, emails, documents, and tasks
  • Liaising with clients regarding technical replies, end of tax year queries, and factual information

About the Role:

This is an exciting opportunity to join a progressive, award-winning independent financial planning firm. Our client has built a fantastic reputation in the IFA/Financial Planner community and offers a great work-life balance.

As a Paraplanner, you will have the opportunity to work with a diverse range of clients, providing expert advice on wealth management, tax planning, and estate planning. You will be supported through your development with financial contributions towards further learning and will receive a phone call to explore this role further.

Requirements:

  • Prior experience of working in a financial planning or wealth management firm
  • Excellent communication and organisational skills
  • Ability to work independently and as part of a team

What We Offer:

Competitive salary and benefits package, opportunities for professional development, and a dynamic and supportive work environment.

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