Paraplanner to Advisor Transition Opportunity

3 weeks ago


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 passion for finance.

Salary
We're offering a competitive salary of £45,000-£65,000, depending on experience, plus benefits and opportunities for further learning and development.

Key Responsibilities
Some of the key responsibilities of this role include:
• Writing financial plans and annual reviews
• Preparing suitability letters and updating templates
• Developing client-facing materials and liaising with clients regarding technical replies and end-of-tax-year queries
• Administering and actioning advice given by the advisor

Benefits
In addition to the competitive salary, we're proud to offer a range of benefits, including opportunities for further learning and development, a supportive work environment and a chance to work with a leading independent financial planning firm.

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