Experienced Paraplanning Professional

6 days ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time
Paraplanning Opportunity with Financial Divisions

We are seeking a skilled Paraplanner to join our team at Financial Divisions, a well-established and respected Chartered Financial Planning firm. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their technical skills and build a long-term future with our talented team.

Key Highlights:

  • Develop your technical paraplanning skills and contribute to complex HNW cases
  • Join client meetings and provide significant financial planning contributions
  • Gain exposure to cashflow forecasting using Voyant and interpret complex planning into clear reports
  • Work with a supportive management structure and encouraged to achieve personal success
  • Opportunity for personal development to continue to Chartered Status

Requirements:

  • Good level of paraplanning experience across pensions, investments, inheritance tax/estate planning, and protection
  • Working knowledge of FE Analytics, Voyant, Excel, and Word

About the Role:

This is a fantastic opportunity to work with a talented team and contribute to the success of our firm. If you are a skilled Paraplanner looking to develop your career, we encourage you to apply.



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