Paraplanner - HNW Financial Planning Specialist

3 weeks ago

Sevenoaks, Kent, United Kingdom Financial Divisions Full time £45,000 - £50,000

Financial Planning Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Financial Divisions, a well-established and respected Chartered Financial Planning firm. As a Paraplanner, you will play a crucial role in supporting our Advisers in client meetings and providing expert financial planning recommendations.

Key Responsibilities:

  • Assist Advisers in client meetings, contributing to the development of comprehensive financial plans.
  • Interpret complex financial data and provide clear, concise reports to clients and Advisers.
  • Gain exposure to high-net-worth (HNW) cases and develop expertise in areas such as pensions, investments, inheritance tax, and estate planning.
  • Collaborate with the team to deliver exceptional client service and support the growth of our business.
  • Develop and maintain a working knowledge of industry-leading software, including FE Analytics, Voyant, Excel, and Word.

Requirements:

  • Level 4 Diploma in Paraplanning or equivalent qualification.
  • Proven experience in Paraplanning, with a strong understanding of pensions, investments, inheritance tax, and estate planning.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Proficiency in industry-standard software, including FE Analytics, Voyant, Excel, and Word.

What We Offer:

  • A competitive salary, with a discretionary bonus scheme.
  • A hybrid working arrangement, allowing for a healthy work-life balance.
  • A supportive and collaborative team environment.
  • Opportunities for professional development and career growth.

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