Financial Planner Senior

2 days ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time
Job Opportunity:
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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