Financial Planning Support Specialist
2 days ago
We are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.
As a Financial Planning Support Specialist, you will be responsible for providing full paraplanning support, including report writing, conducting research, and preparing presentations for recommendations. You will work closely with HNW Clients and have the opportunity to attend client meetings.
The role requires the ability to work independently and as part of a team, with strong communication and organizational skills. The ideal candidate will have excellent technical knowledge and be able to provide high-quality support to Advisers.
Highlights:
- Opportunity to transition into advice within 3 years
- Chance to work with some of the best in the industry
- Relaxed yet hardworking environment
We are committed to the development of our staff and offer opportunities for career advancement. If you are a motivated and experienced Paraplanning Professional looking for a new challenge, please apply for this exciting opportunity.
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