Paraplanning Professional

6 days ago

Colchester, Essex, United Kingdom Financial Divisions Full time
{"title": "Junior Paraplanner Opportunity", "content": "

Financial Divisions is seeking a talented individual to join their team as a Junior Paraplanner. This is a fantastic opportunity for someone looking to start their career in financial planning and gain valuable experience in a supportive and nurturing environment.



The successful candidate will work closely with experienced advisers, providing end-to-end paraplanning support, including attending client meetings, researching products, and preparing suitability reports. They will also assist with the annual review process and review investment performances.



Financial Divisions offers a clear career path for the right candidate, with full study support provided. They are looking for someone with a strong work ethic, excellent communication skills, and a passion for financial planning.



Key responsibilities will include:




  • \t
  • Providing paraplanning support to experienced advisers
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  • Attending client meetings and taking detailed notes
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  • Researching products and making recommendations
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  • Preparing suitability reports and presenting findings to advisers
    \t
  • Assisting with the annual review process and reviewing investment performances
    \


Financial Divisions is a well-established and growing practice with a strong reputation for providing high-quality financial and investment planning services. They value their clients and staff, and are committed to providing a supportive and nurturing working environment.



If you are a motivated and enthusiastic individual looking to start your career in financial planning, please contact Sam at Financial Divisions to discuss this opportunity further.

"}

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