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Financial Planning Specialist
2 months ago
**Job Opportunity for a Senior Paraplanner**
We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.
**Key Responsibilities:**
- Provide comprehensive paraplanning support to senior financial planners, including researching and analyzing client data, and developing financial plans.
- Develop and maintain technical paraplanning skills, staying up-to-date with industry developments and best practices.
- Attend client meetings and participate in the advice process, ensuring that clients receive personalized and tailored financial solutions.
- Review client information, conduct research, and collate supporting documentation to inform advice and recommendations.
- Develop and present comprehensive financial plans, including cash flow modeling and analysis, to clients.
- Collaborate with senior financial planners to develop and implement financial strategies that meet client needs and goals.
- Contribute to the development of a structured career path, with opportunities for professional growth and advancement.
- Minimum of 2 years of pure paraplanning experience, with a strong background in client-facing and Level 4 Diploma qualifications.
- Study support provided to assist with Advanced papers to achieve Chartered Status.
**What We Offer:**
- A dynamic and progressive work environment with opportunities for professional growth and development.
- Excellent mentoring and support from experienced senior financial planners.
- Study support to assist with Advanced papers to achieve Chartered Status.
- A comprehensive benefits package, including hybrid working arrangements.
