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Financial Planning Specialist

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time
Job Opportunity

We are seeking a highly skilled and motivated Senior Paraplanner to join our dynamic team at Financial Divisions. This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing.

Key Responsibilities:

  • Support advisers in delivering comprehensive financial solutions tailored to each client's needs.
  • Play a key part in supporting the team in providing high-level service and expertise to clients.
  • Contribute to the growth and development of the team through ongoing study support and career progression.

Benefits:

  • Hybrid working: 3 days in the office, 2 days from home.
  • Competitive salary up to £55k with an attractive benefits package.
  • 30 days holiday plus private medical insurance.

We are looking for a diploma qualified Paraplanner committed to delivering exceptional financial planning and seeking an opportunity for growth within a well-established firm. If you are passionate about providing expert financial advice and seeking a challenging role, we'd love to hear from you.