Financial Planning Assistant

7 days ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
About the Role

We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in providing exceptional client service and delivering high-quality financial planning solutions.

Key Responsibilities
  • Assist Financial Advisers in preparing and presenting financial plans to clients
  • Conduct research and analysis to identify client needs and develop tailored solutions
  • Collaborate with the Head of Paraplanning to develop and implement paraplanning processes and procedures
  • Work closely with Financial Advisers to ensure seamless client service and delivery of high-quality financial plans
About the Company

Financial Divisions is a medium-sized, Chartered independent financial advice business with a strong reputation for providing expert advice on a range of financial services, including pensions, investments, retirement planning, tax planning, and more. We have a team of experienced Financial Advisers who are dedicated to delivering exceptional client service and helping our clients achieve their financial goals.

What We Offer
  • A competitive basic salary of £45k - £55k, depending on experience
  • Full study support to Chartered status
  • A dynamic and supportive work environment with opportunities for career growth and development
  • A comprehensive benefits package and bonus structure
Requirements

To be successful in this role, you will need to have a Level 4 Diploma in Paraplanning and a strong understanding of financial planning principles and practices. You will also need to be able to work effectively in a team, communicate complex financial information to clients, and demonstrate a commitment to ongoing learning and professional development.

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