Paraplanning Professional

2 months ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time £45,000 - £50,000
Financial Divisions is seeking a skilled Paraplanner to join our team. As a Paraplanning Professional, you will play a key role in supporting our Advisers in client meetings and contributing to financial planning discussions. Your expertise will be utilized to interpret complex planning into clear and concise reports, providing valuable insights to our clients. You will have the opportunity to work on a range of cases, including high net worth individuals, and develop your skills in pensions, investments, inheritance tax, and protection. Our ideal candidate will have a strong working knowledge of FE Analytics, Voyant, Excel, and Word, and be able to work effectively in a hybrid environment. If you are a motivated and detail-oriented individual looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

**Key Responsibilities:**

* Interpret complex planning into clear and concise reports
* Support Advisers in client meetings and contribute to financial planning discussions
* Work on a range of cases, including high net worth individuals
* Develop skills in pensions, investments, inheritance tax, and protection

**Requirements:**

* Level 4 Diploma in Paraplanning
* Strong working knowledge of FE Analytics, Voyant, Excel, and Word
* Ability to work effectively in a hybrid environment
* Excellent communication and interpersonal skills

**What We Offer:**

* Competitive salary and discretionary bonus
* Hybrid working arrangement
* Opportunity to develop your skills and career in a dynamic and expanding firm

We are an equal opportunities employer and welcome applications from all qualified candidates.