Paraplanning Professional

2 months ago


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

Financial Divisions is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a key role in supporting our Advisers in client meetings and providing financial planning recommendations. Your expertise in interpreting complex planning into clear and concise reports will be invaluable to our team. You will have the opportunity to work on complex HNW cases and develop your technical paraplanning skills further. Our ideal candidate will have a good level of paraplanning experience, acquired across pensions, investments, inheritance tax/estate planning, and protection. You will also have a working knowledge of FE Analytics, Voyant, Excel, and Word. If you are a motivated and detail-oriented individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity. You will be part of a well-established and respected Chartered Financial Planning firm, with a wonderful working environment and opportunities for growth and development. We offer a competitive salary, discretionary bonus, and hybrid working arrangement. If you are looking for a challenging and rewarding role, where you can make a significant contribution to our team, we would love to hear from you.