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Senior Financial Planning Specialist
4 weeks ago
Financial Divisions is seeking an experienced Senior Paraplanner to join our team of Financial Planners. As a key member of our team, you will work closely with Senior Financial Planners to deliver high-quality financial plans to our clients.
Key Responsibilities:- Collaborate with Senior Financial Planners to support the delivery of comprehensive financial plans.
- Review client information, conduct thorough research, and prepare necessary documents and application paperwork for financial advice.
- Engage in full lifetime cashflow modelling to craft detailed financial plans.
- Analyze client needs, research solutions, and create compliant and suitable recommendations.
- Minimum 2 years of dedicated paraplanning experience.
- Diploma Level 4 qualification essential.
- Passionate about advancing technical paraplanning skills and furthering your career.
- Generous holiday allowance.
- Bonus scheme.
- DIS.
- Private Medical Insurance.
- Hybrid working.
We are committed to providing a supportive and collaborative work environment that allows our employees to grow and develop their careers. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please contact Samantha Negbenebor for more information.
