Paraplanner (Financial Planning)
2 days ago
We are seeking an experienced Paraplanner to join our team at Financial Divisions, an award-winning medium-sized Chartered independent financial advice business based in the heart of the West End.
The successful candidate will be diploma qualified and have at least 2 years of solid paraplanning experience. They will be adept at writing suitability reports on pensions, investments, tax planning affairs, cashflow modelling, and have experience with Voyant and FE Analytics.
The role offers a very secure and rewarding career path with an excellent benefits package and bonus structure. The Directors are looking to offer between £45k - £55k basic salary depending on your experience levels.
Key Responsibilities:
- Writing suitability reports on pensions, investments, tax planning affairs, and cashflow modelling
- Experience with Voyant and FE Analytics
- Working closely with Advisers to deliver high-quality financial planning solutions
- Assisting with the development of new business opportunities
What We Offer:
- A competitive basic salary of £45k - £55k depending on experience
- An excellent benefits package and bonus structure
- Full study support to Chartered status and route to Adviser
- 2 days WFH per week after an initial 8-week office-based period
Apply now to take the first step in your career as a Paraplanner with Financial Divisions.
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