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Financial Planning Paraplanner

2 months ago

Sevenoaks, Kent, United Kingdom Financial Divisions Full time £45,000 - £50,000
Job Description

**Financial Planning Paraplanner Role**

We are seeking a highly skilled and experienced Financial Planning Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Chartered Planners in delivering exceptional financial planning and advisory services to our clients.

Key Responsibilities:

  • Conduct research to understand clients' financial needs and objectives
  • Assist in the analysis of investment portfolios and the compilation of investment/pension/protection illustrations and documentation
  • Support with ad-hoc projects and tasks as required
  • Utilize research tools and systems, such as FE Analytics, to complete detailed analysis
  • Ensure compliance with relevant procedures, including TCF, T&C, and financial crime regulations

Requirements:

  • Strong knowledge of key areas of financial planning and advice, including pensions, investments, IHT, and estate planning
  • Ability to interpret complex planning into clear and concise reports
  • Competency in using and presenting with FE Analytics and Voyant software
  • Excellent communication and writing skills, with the ability to adapt to different audiences

About Us:

Financial Divisions is a leading provider of financial planning and advisory services. We are committed to delivering exceptional results for our clients and are seeking a talented and experienced Paraplanner to join our team.