Experienced Paraplanning Professional

2 weeks ago


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

Job Opportunity

Experienced Paraplanner (Client Facing)

Financial Divisions

Competitive Salary: £45/50k, Discretionary Bonus, Hybrid Working, Wonderful Working Environment, Parking Available

About the Role

We are seeking an experienced paraplanner to join our team at Financial Divisions. As a key member of our paraplanning team, you will play a crucial role in supporting our financial planners in delivering exceptional client service.

Key Responsibilities

  • Develop and maintain technical paraplanning skills to provide high-quality support to financial planners
  • Contribute to the development of complex financial plans, including cash flow forecasting and investment recommendations
  • Collaborate with financial planners to deliver client meetings and provide financial planning recommendations
  • Interpret complex financial data into clear and concise reports
  • Stay up-to-date with industry developments and best practices in paraplanning

Requirements

  • Level 4 Diploma in Paraplanning or equivalent qualification
  • Proven experience in paraplanning, with a strong understanding of pensions, investments, inheritance tax, and protection
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Proficiency in FE Analytics, Voyant, Excel, and Word

What We Offer

  • Competitive salary and discretionary bonus
  • Hybrid working arrangement, with a wonderful working environment and parking available
  • Opportunities for professional development and growth within the company
  • A supportive management structure and collaborative team environment


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