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Paraplanner - Financial Planning Specialist

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
About the Role

We are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business based in the heart of the West End.

The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will work closely with our Advisers, attending client meetings and working on technical cases. Prior experience in client-facing roles is desirable but not essential.

Key Responsibilities
  • Writing suitability reports on pensions, investments, tax planning affairs, and cashflow modelling
  • Experience with Voyant and FE Analytics is advantageous
  • Working with our Advisers to deliver high-quality client service
  • Assisting with the preparation of client meetings and presentations
What We Offer

We offer a secure and rewarding role with an excellent benefits package and bonus structure. The basic salary will be between £45k - £55k, depending on experience levels. The role also offers opportunities for career advancement, with the possibility of studying towards Chartered status and progressing to a Financial Planner role.

After an initial 8-week period in the office, the successful candidate will be able to work from home 2 days per week.

About Us

Financial Divisions is a medium-sized, award-winning Chartered independent financial advice business. We have a strong reputation for delivering high-quality client service and have ambitious plans for growth and expansion.

We are committed to providing our employees with opportunities for career development and advancement, and we are looking for a talented and motivated individual to join our team.