Financial Planning Professional

6 days ago

Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
Job Opportunity: Paraplanner to Advisor

We are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisors in providing exceptional financial planning services to our clients.

Key Responsibilities:

  • Reporting on portfolio performance and analyzing market offerings, services, and products
  • Administering and actioning advice given by the Advisor, covering pensions, investments, tax planning, IHT, mortgages, and protections
  • Developing and maintaining client-facing materials and updating templates as required
  • Liaising with clients regarding technical replies, end-of-year queries, and factual information
  • Transacting with Nucleus and Fidelity platforms and understanding their functionality

Requirements:

  • Diploma qualification in financial planning or a related field
  • At least 3 years of experience in a financial planning or wealth management firm
  • Excellent communication and analytical skills

About Us:

Financial Divisions is a professional and award-winning financial advice firm with a strong reputation in the industry. We offer a supportive and collaborative work environment, with opportunities for professional development and growth.

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your CV and contact details for consideration. We look forward to hearing from you.

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