Financial Paraplanner

5 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time £45,000 - £65,000
Join Our Team as a Financial Paraplanner

We are seeking a highly skilled and experienced Financial Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth delivery of our services to clients.

Key Responsibilities:

  • Reporting on portfolio performance and analysing market offerings, services and products
  • Administering and actioning advice given by financial advisors
  • Writing financial plans and annual reviews
  • Updating client data, emails, documents and tasks
  • Liaising with clients regarding technical replies and end of tax year queries

About the Role:

This is an exciting opportunity to join a progressive and award-winning financial planning firm, with a reputation for delivering exceptional service to our clients. As a Financial Paraplanner, you will have the opportunity to work with a talented team of financial advisors, supporting them in delivering high-quality financial planning services to our clients.

Requirements:

  • Previous experience of working in a financial planning or wealth management firm
  • Strong administrative and organisational skills
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Financial Paraplanner looking for a new challenge, we would love to hear from you.



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