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Senior Financial Paraplanner

2 months ago

St Albans, Hertfordshire, United Kingdom Financial Divisions Full time
Unlock Your Potential as a Senior Financial Paraplanner

Financial Divisions is seeking a highly skilled and experienced Senior Financial Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in providing exceptional client service and supporting our senior financial planners in delivering high-quality financial plans.

Key Responsibilities
  1. Provide comprehensive paraplanning support to senior financial planners, including research, data analysis, and document preparation.
  2. Develop and maintain strong relationships with clients, ensuring their financial planning needs are met and exceeded.
  3. Collaborate with the financial planning team to identify opportunities for growth and improvement.
  4. Stay up-to-date with industry developments and best practices, applying this knowledge to enhance our services.
  5. Contribute to the development of new business opportunities and help drive revenue growth.
Requirements
  1. A minimum of 2 years of pure paraplanning experience, with a strong focus on client-facing skills and Level 4 Diploma.
  2. Excellent analytical and problem-solving skills, with the ability to work in a fast-paced environment.
  3. Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
  4. Proficiency in financial planning software and systems, with a willingness to learn new tools and technologies.
What We Offer

As a Senior Financial Paraplanner at Financial Divisions, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for career growth and development. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply.

Employment Type

Full-time

Job Function

Finance