Paraplanner to Advisor Opportunity

4 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

Job Summary: We are seeking a qualified paraplanner to join our team at Financial Divisions, a professional award-winning financial advice firm. The successful candidate will have a diploma in paraplanning and at least 3 years of experience in the IFA industry.



Key Responsibilities:




  • Reporting on portfolio performance and analysing market offerings, services, and products
  • Administering and actioning advice given by the advisor, covering pensions, investments, tax planning, IHT, mortgages, and protections
  • Writing financial plans, annual reviews, and suitability letters
  • Developing and updating templates, client-facing materials, and internal documents
  • Liaising with clients regarding technical queries, tax year-end issues, and factual information
  • Transacting and managing client data, emails, and tasks on the internal operating system
  • Understanding and navigating various platforms and their functionalities


About the Role: This role offers a fantastic opportunity for a motivated paraplanner to advance their career and work with a progressive, award-winning firm. The successful candidate will be supported in their development and will have access to financial contributions towards further learning and professional qualifications.



Requirements:




  • Diploma in paraplanning or equivalent
  • At least 3 years of experience in the IFA industry


How to Apply: If you are a qualified paraplanner looking to advance your career, please send your full CV and contact details to the team at Financial Divisions. We look forward to hearing from you.



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