Experienced Paraplanner

2 weeks ago

Sevenoaks, Kent, United Kingdom Financial Divisions Full time
Job Description

Job Title: Experienced Paraplanner - Financial Planning

Company: Financial Divisions

Job Type: Full-time

Location: Remote (hybrid working)

Job Summary:

We are seeking an experienced paraplanner to join our team at Financial Divisions. As a paraplanner, you will play a crucial role in supporting our financial planners in providing high-quality advice to our clients.

Key Responsibilities:

  • Provide technical paraplanning support to financial planners, including interpreting complex planning into clear and concise reports.
  • Assist in the preparation of client reports, including cashflow forecasting using Voyant.
  • Develop and maintain a good understanding of financial planning concepts, including pensions, investments, inheritance tax/estate planning, and protection.
  • Contribute to the development of client relationships and provide recommendations in meetings.
  • Work closely with the financial planning team to ensure seamless delivery of services to clients.

Requirements:

  • Level 4 Diploma in Paraplanning or equivalent qualification.
  • Minimum 2 years of experience in paraplanning, preferably in a financial planning firm.
  • Strong technical knowledge of financial planning concepts, including pensions, investments, inheritance tax/estate planning, and protection.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

What We Offer:

  • A competitive salary and discretionary bonus.
  • Opportunities for professional development and continuing education.
  • A supportive and collaborative work environment.
  • Hybrid working arrangement, with flexibility to work from home or in the office.

How to Apply:

If you are a motivated and experienced paraplanner looking for a new challenge, please submit your application, including your resume and a cover letter, to us.

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