Paraplanner (Client Facing) - Financial Planning Expert
24 hours ago
We are seeking a talented Paraplanner to join our team at Financial Divisions, a successful Chartered IFA practice. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service and achieving business growth.
About the Role
- Conduct research to understand clients' financial needs and objectives
- Prepare technical suitability reports and compile investment/pension/protection illustrations
- Ensure compliance with FCA regulations and maintain accurate records
- Support with ad hoc projects and tasks as required
- Review and understand existing scheme information from providers
Requirements
- Experience in a senior paraplanning or technical role within an advisory practice
- Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status
- Strong knowledge of key areas of financial planning and advice, including pensions, investments, IHT, and estate planning
- Excellent communication and writing skills, with the ability to interpret complex planning into clear and concise reports
- Proficient in using FE Analytics and Voyant software
What We Offer
As a valued member of our team, you will have the opportunity to work with a talented group of professionals, develop your skills and knowledge, and contribute to the growth and success of our business. We offer a supportive and collaborative environment, with regular team meetings and opportunities for personal growth and development.
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeJob DescriptionFinancial Planning ExpertFinancial Services£45,000 - £50,000 + Bonus/BenefitsThe OpportunityJoin a successful and growing Chartered IFA practice, Financial Divisions, as a Paraplanner (Client Facing) and take advantage of a superb opportunity to develop your career in financial planning.You will work in a dynamic environment where every...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeJob DescriptionFinancial Planning ExpertFinancial Services£45,000 - £50,000 + Bonus/BenefitsThe OpportunityJoin a successful and growing Chartered IFA practice, Financial Divisions, as a Paraplanner (Client Facing) and take advantage of a superb opportunity to develop your career in financial planning.You will work in a dynamic environment where every...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a vital role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a vital role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and objectivesAnalyze investment...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and 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 exceptional client service and delivering high-quality financial solutions.Key ResponsibilitiesConduct in-depth research to understand clients'...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and 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 exceptional client service and delivering high-quality financial solutions.Key ResponsibilitiesConduct in-depth research to understand clients'...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and 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 exceptional client service and delivering high-quality financial solutions.Key ResponsibilitiesConduct in-depth research to understand clients'...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and 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 exceptional client service and delivering high-quality financial solutions.Key ResponsibilitiesConduct in-depth research to understand clients'...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full time £45,000 - £50,000About the RoleWe are seeking a highly skilled and 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 exceptional client service and delivering high-quality financial solutions.Key ResponsibilitiesConduct in-depth research to understand clients'...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and...
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Sevenoaks, Kent, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a key member of our financial planning team, you will play a crucial role in supporting our advisers in delivering exceptional client service.Key ResponsibilitiesConduct in-depth research to understand clients' financial needs and...
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