Financial Planner Senior
2 days ago
Financial Divisions is seeking a highly skilled Paraplanner (Client facing) to join their team. This role offers the chance to work with a successful Chartered IFA practice, supporting clients and achieving chartered status.
This is a senior paraplanning position that involves conducting research, understanding investment portfolios, compiling illustrations, and ensuring compliance with FCA regulations. The ideal candidate will have experience in a similar role and be diploma qualified, with a desire to continue towards Chartered status.
The salary for this position is approximately £47,500 - £52,000 per annum, plus bonus/benefits. If you are a talented professional looking to join a growing and supportive business, please consider this opportunity.
Responsibilities:
- Conducting research based on client financial needs and objectives
- Understanding investment portfolio analysis
- Compiling investment/pension/protection illustrations and documentation
- Creating technical suitability reports
- Ensuring FCA regulations and compliance are met
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