Career Advancement Opportunity

3 days ago


Colchester, Essex, United Kingdom Financial Divisions Full time

Job Title: Paraplanner to Servicing Financial Advisor

Job Type: Full-time

Location: UK (Remote or Office-based)

About the Company: Financial Divisions is a leading financial services provider, seeking an experienced Paraplanner to progress towards becoming a Servicing Financial Advisor.

Salary Range: £40,000 - £50,000 per annum (depending on experience)

Job Description

This role presents a unique opportunity for a skilled and ambitious individual to develop their career in a client-centric environment. As a Paraplanner, you will play a pivotal role in advancing towards becoming a Servicing Financial Advisor.

  • Collaborate with advisers to craft recommendations that meet clients' needs.
  • Conduct thorough research and analysis of products and providers to ensure the best possible outcomes.
  • Review contracts and maintain meticulous records to ensure compliance and accuracy.
  • Conduct annual reviews for valued clients to assess their financial well-being and provide guidance on future planning.
About the Role

This position requires strong communication skills, attention to detail, and proficiency in MS Office, particularly Excel. The ideal candidate will have at least 2 years of experience as a Paraplanner and hold a Level 4 Diploma in a relevant field.

Financial Divisions offers a competitive salary package, including a base salary of £45,000 per annum, plus benefits such as study support, career progression opportunities, and a supportive company culture.

In this role, you will work closely with seasoned professionals to deliver exceptional client service and achieve business growth. If you are passionate about advancing your career in finance and willing to learn and grow, we encourage you to apply for this exciting opportunity.



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