Paraplanner to Advisor Opportunity

1 month 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.



  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    As a Paraplanner to Advisor Transition Opportunity at Financial Divisions, you'll play a crucial role in supporting our team of advisors in providing top-notch financial planning services to our clients. With a strong focus on portfolio performance, market analysis, and administrative tasks, this position is perfect for a detail-oriented individual with a...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Opportunity OverviewThis Paraplanning role offers a unique opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    At Financial Divisions, we're seeking a skilled and experienced Paraplanner to join our team as a Wealth Management Support Professional. In this role, you'll provide critical support to our advisors in delivering high-quality financial planning services to our clients. Job DescriptionAs a Wealth Management Support Professional, your primary responsibility...

  • Financial Planner

    3 days ago


    Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Company OverviewAt Financial Divisions, we are a professional award-winning financial advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals. Our team is dedicated to providing exceptional service and expert guidance to our clients.SalaryThe salary for this role is £45,000 - £65,000 per annum, depending on...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Role SummaryThis Paraplanning role presents an exciting opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career growth...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Company OverviewHailed as a professional and award-winning Financial Advice firm, we pride ourselves in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to 150m+.Job DescriptionThis role offers a great opportunity for the right candidate to come and work for a progressive, award-winning...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Job OverviewA career-defining opportunity awaits an experienced Paraplanner to join our Financial Divisions team in Hitchin/Stevenage.


  • Hitchin, Hertfordshire, United Kingdom Irwin & Colton Limited Full time

    **Job Overview:** We are looking for a Waste and Recycling Advisor to join our team. As a Waste and Recycling Advisor, you will play a crucial role in supporting site operations across the business.The successful candidate will have demonstrable environmental experience, ideally within waste, manufacturing, or related heavy industry. You will manage and...


  • Hitchin, Hertfordshire, United Kingdom Connells Group Full time

    Job DescriptionThis is an exciting opportunity for an existing Mortgage Advisor to progress their career and develop leadership skills.


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    About the RoleWe are looking for a skilled Wealth Management Advisor to join our team at Financial Divisions. The successful candidate will be responsible for managing a book of business and generating new business opportunities.The ideal candidate will have 2+ years of experience in financial services and be able to provide expert advice to clients. They...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Key ResponsibilitiesThe successful Senior Financial Services Specialist will be responsible for managing a book of business and generating new business opportunities. They will work closely with our Managing Director to develop and implement strategies to grow the business.The ideal candidate will have 2+ years of experience in financial services and be able...


  • Hitchin, Hertfordshire, United Kingdom Irwin & Colton Full time

    About Us\We are Irwin & Colton, a pioneering company in the waste and recycling sector, committed to driving environmental excellence.Job Summary\This exciting opportunity will see you work alongside our Environment and Sustainability Manager to deliver exceptional results in environmental management.Key Responsibilities:\You will be responsible for ensuring...


  • Hitchin, Hertfordshire, United Kingdom Crane Building Services & Utilities Full time

    About the Role">This Accounts and Transaction Support Professional role is an exciting opportunity to join our finance team and support the Financial Controller in providing transactional services to our business.">You will be responsible for preparing customer rebates and claims, assisting during external and internal audits, and supporting the wider team...

  • Environment Advisor

    3 weeks ago


    Hitchin, United Kingdom CV-Library Full time

    Environment Advisor Preston or Hitchen £30,000 - £35,000 + car allowance + benefits Are you an ambitious professional who is looking to take the next step in your career and help drive the environmental agenda throughout an organisation who heavily value sustainability? Are you keen to work with a company who are leading in the waste and...

  • HR Advisor

    3 weeks ago


    Hitchin, United Kingdom CV-Library Full time

    HR Advisor Location: This is a remote role but ideally you will be based within Hertfordshire, Bedfordshire or Buckinghamshire Salary: £35,000 to £37,000 (FTE) per annum Join our growing team following an exciting acquisition! Reality HR has recently acquired HR Initiatives, combining the expertise of two well-established consultancies to create...


  • Hitchin, United Kingdom Boots Full time

    Summary Job Reference: - 219283BR Hitchin, High Street Fixed Term We are now recruiting Christmas Customer Advisors for our Hitchin High Street store. Applicants need to be available to work weekdays, Saturdays and Sundays 08:00 - 18:30 **Christmas Customer Advisor** Joining us as a Christmas Customer Advisor is a great opportunity, whether it’s your...

  • HSE Advisor

    2 days ago


    Hitchin, United Kingdom Mixxos Group Full time

    We are recruiting for an exciting opportunity to join our client who are a growing business to visit and inspect sites within an hour of Stevenage. * Working in partnership with the senior management teams, set the highest possible standards of leadership in the promotion of HSEQT procedures and best practice - ensuring compliance with both company...

  • HSE Advisor

    2 weeks ago


    Hitchin, United Kingdom CV-Library Full time

    We are recruiting for an exciting opportunity to join our client who are a growing business to visit and inspect sites within an hour of Stevenage. * Working in partnership with the senior management teams, set the highest possible standards of leadership in the promotion of HSEQT procedures and best practice - ensuring compliance with both company...

  • HSE Advisor

    2 weeks ago


    Hitchin, United Kingdom Mixxos Group Full time

    We are recruiting for an exciting opportunity to join our client who are a growing business to visit and inspect sites within an hour of Stevenage. * Working in partnership with the senior management teams, set the highest possible standards of leadership in the promotion of HSEQT procedures and best practice - ensuring compliance with both company...


  • Hitchin, United Kingdom CV-Library Full time

    Are you a technically minded professional with a flair for customer service and sales? Join a forward-thinking, innovative manufacturing business in Hitchin, known for designing and delivering high-quality, space-saving internal door solutions using advanced hardware and mechanical components. About the Role: As a Technical Sales Advisor, you'll be the...

  • Customer Advisor

    6 months ago


    Hitchin, United Kingdom Boots Full time

    Summary Job Reference: - 209052BR Hitchin, High Street Permanent Full-time **The hourly rate for this role is £10.42 and up to £10.95 across selected locations within London. The hourly rate will increase after 6 months in role.** **The importance of your role.** This is your chance to be part of something a bit different. You’ll be working closely...

  • Customer Advisor

    7 months ago


    Hitchin, United Kingdom Boots Full time

    Job Reference: 209052BR Hitchin, High Street Permanent Full-time - Save Job **The hourly rate for this role is £10.42 and up to £10.95 across selected locations within London. The hourly rate will increase after 6 months in role.** **The importance of your role.** This is your chance to be part of something a bit different. You’ll be working...


  • Hitchin, United Kingdom JoJo Maman Bebe Full time

    What we expect from you: Each JoJo store is unique whether that’s trading over two floors, having a quirky layout or being situated in an interesting place. They have a life of their own. Our Unique Selling Point (USP) in this ever-changing retail world is the relationship we build with our customers, many of them loyal to our brand and to their local...

  • Sales Advisor

    7 months ago


    Hitchin, United Kingdom The White Company Full time

    **Our Role**: With a strong retail sales or customer service background, you will often be the first point of contact for our customers and will be responsible for providing them with a superb shopping experience, surpassing their expectations at every opportunity. We work with PRIDE; our company values every day - You will assist customers, resourcefully...

  • Contact Centre Agent

    6 months ago


    Hitchin, United Kingdom Fortem Solutions Ltd Full time

    **The Role** Fortem Solutions are currently recruiting for an Out of Hours Contact Centre Agent to join our Customer First team based in Hitchin, Hertfordshire. This is an out of hours role and the hours would be Saturday 4pm - 10pm and Sunday 3pm - 10pm. Benefits: - 25 days annual leave + bank holidays & your birthday off - Pay review every January - 26...


  • Hitchin, United Kingdom LV= Full time

    About the Role Are you an experienced Underwriter, or an Equity Release professional keen to step into Underwriting? LV= Savings and Retirement have an excellent opportunity for you to join the business on a permanent basis in our Hitchin office. We support Hybrid working but you will be required in the offices full time whilst training To understand...


  • Hitchin, United Kingdom Fortem Solutions Ltd Full time

    The Role Here at Fortem Solutions we have an exciting opportunity for an Employee Relations Specialist to join our Fortem HR team, based in Hitchin, Hertfordshire. This is a maternity cover, initially for 9 months, however this could be extended. This position is ideal for someone who is confident, driven and passionate to succeed. We need someone to be the...


  • Hitchin, United Kingdom LV= Full time

    Due to internal promotion we are recruiting someone to join us as an Equity Release Pre Approved Underwriting Assistant in our Hitchin offices. Initially you will be required to work Full Time in the offices until fully trained and then Hybrid working -2 -3 days per week in. **About you**: - Possess excellent communication skills, both written and...


  • Hitchin, United Kingdom Fortem Solutions Ltd Full time

    **The Role** We have an exciting opportunity for an Employee Relations Specialist to join our Fortem HR team, based in Hitchin, Hertfordshire supporting our Fortem family! This is a permanent position ideal for someone who is confident, driven and passionate to succeed. We need someone to be the knowledge expert for the HR Support Centre and support both...


  • Hitchin, United Kingdom LV= Life & Pensions Full time

    **About the Role** Are you an experienced Underwriter, or an Equity Release professional keen to step into Underwriting? LV= Savings and Retirement have an excellent opportunity for you to join the business on a permanent basis in our **Hitchin office.** **We support Hybrid working but you will be required in the offices full time whilst training** To...


  • Hitchin, United Kingdom LV= Life & Pensions Full time

    **About the Role** **Customer Service Representative** **We are currently advertising for 12 Month Fixed Term Contracts with the potential for them to go on longer as well as some permanent roles.** **We are currently offering a hybrid working model (Full time office working until after an initial training period between 3-6 months) - so this would mean...


  • Hitchin, United Kingdom LV= Life & Pensions Full time

    **About the Role** **Customer Service Representative** **We are currently advertising for 6, 9 & 12 Month Fixed Term Contracts with the potential for them to go on longer as well as some permanent roles.** **We are currently offering a hybrid working model (Full time office working until after an initial training period between 3-6 months) - so this would...


  • Hitchin, United Kingdom LV= Life & Pensions Full time

    At LV= Life and Pensions, we’re fully committed to ensuring that our customers trust us to protect their families, finances, and futures - that’s why we keep them at the heart of every decision we make. In fact, doing the right thing is what unites all 1,200 of our people, driving us forward as we shape tomorrow, together. **Please be aware this is an...