Financial Paraplanner
3 days ago
Financial Paraplanner Role Overview
**About the Role**
Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK.
**Key Responsibilities**
* Assist Financial Advisers in preparing and presenting financial plans to clients
* Conduct research and analysis to support the development of financial plans
* Collaborate with the Financial Advisers to ensure seamless delivery of client services
* Maintain accurate records and documentation
**What We Offer**
* Competitive salary range of £45k - £55k depending on experience
* Excellent benefits package and bonus structure
* Opportunity to progress to a Financial Planner role in 4-5 years
* Flexible working arrangement with 2 days WFH per week
**About the Company**
Financial Divisions is a medium-sized Chartered independent financial advice business with a strong reputation for providing expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages. Our clients come from a variety of backgrounds, including the creative industries, with assets ranging from £100k to multiple millions.
**Requirements**
* Diploma qualified Paraplanner
* Strong analytical and research skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
**How to Apply**
If you are a motivated and detail-oriented Paraplanner looking for a new challenge, please contact Peter Fozard at Financial Divisions.
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