Pension Paraplanner

6 days ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
Experienced Paraplanner Wanted for Award-Winning Financial Advice Business

We are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, an award-winning medium-sized Chartered independent financial advice business based in the heart of the West End.

The successful candidate will have a diploma in paraplanning and at least 2 years of solid experience in writing suitability reports on pensions, investments, tax planning affairs, and cashflow modelling. Experience with Voyant and FE Analytics would be advantageous.

As a Paraplanner at Financial Divisions, you will be responsible for supporting our Advisers in creating comprehensive financial plans for our clients, who are predominantly from the creative industries with varying levels of assets ranging from £100k to multiple millions.

We offer a very secure and rewarding role with an excellent benefits package and bonus structure. The basic salary will be between £45k - £55k, depending on your experience levels, with 2 years of experience for the lower salary offering and 5+ years for the higher end.

After an initial 8-week office-based period, you will have the opportunity to work from home 2 days a week, providing a great work-life balance.

If you aspire to progress to a Financial Planner role, we can offer this route for you, but a career paraplanner would be ideal.

For more details, please contact Peter Fozard at Financial Divisions.

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