Paraplanner Opportunity
1 week ago
**About Us:**
At Financial Divisions, we pride ourselves on being a professional and award-winning Financial Advice firm. We have years of experience handling wealth portfolios of ultra-high net worth individuals and offer a unique opportunity for a Paraplanner to progress to a full Financial Advisor role.
The successful candidate will have a strong understanding of financial services, including pensions, investments, tax planning, and mortgages. You will also have excellent communication skills and be able to develop and maintain strong relationships with clients.
**Responsibilities:**
- Report on portfolio performance and analyze market offerings.
- Administer and action advice given by our Advisors.
- Provide technical replies and address client queries.
**Requirements:**
- Diploma qualification in financial services.
- At least 3 years of experience working in an IFA or wealth management firm.
**Salary:** £45,000 - £65,000 depending on experience.
-
Paraplanner to Advisor Opportunity
2 months ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a qualified paraplanner to join our team at Financial Divisions, a professional award-winning financial advice firm. The successful candidate will have a diploma in paraplanning and at least 3 years of experience in the IFA industry.Key Responsibilities:Reporting on portfolio performance and analysing market offerings, services,...
-
Experienced Paraplanner Opportunity
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeThis Paraplanner role at Financial Divisions provides an excellent opportunity to join a dynamic and professional team, working closely with experienced advisors to deliver high-quality financial services. You will be responsible for analysing market data, reporting on portfolio performance, and administering advice given by the advisor.About the...
-
Senior Paraplanner Opportunity
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions. As a leading provider of independent financial advice, we offer a unique opportunity for professionals to advance their careers and make a real difference in people's lives.The successful candidate will have a diploma in financial planning or a related field,...
-
Paraplanner Opportunity
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAre you looking for a challenging role in financial planning? We have an exciting opportunity for a Paraplanner Opportunity - Hitchin/Hertfordshire. As a key member of our team, you will be responsible for delivering high-quality services to clients across London and the home counties region.You will work closely with our advisors to provide technical...
-
Paraplanner Role
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to support our advisors in providing exceptional client service. As a key member of our team, you will be responsible for reporting on portfolio performance, analysing market offerings, services, and products, and administering advice given by the advisor you will be supporting.The role offers a great...
-
Paraplanner to Advisor Transition Opportunity
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAs a Paraplanner to Advisor Transition Opportunity at Financial Divisions, you'll play a crucial role in supporting our team of advisors in providing top-notch financial planning services to our clients. With a strong focus on portfolio performance, market analysis, and administrative tasks, this position is perfect for a detail-oriented individual with a...
-
Paraplanner to Advisor Role
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAs a Paraplanner at Financial Divisions, you will have the opportunity to work closely with our advisors to provide expert financial guidance to our clients. This is a Qualified Paraplanner route to Advisor opportunity that offers a great chance to develop your skills and progress in your career.Responsibilities:Analyse market data and report on portfolio...
-
Senior Paraplanner Role
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**Job Overview:**We are currently seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing administrative support to our advisors, ensuring that our clients receive the highest level of service.The successful candidate will have excellent analytical and communication...
-
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are currently seeking a motivated and experienced Paraplanner to join our team as an advisor. This exciting opportunity involves reporting on portfolio performance, analysing market offerings, administering advice given by advisors, and writing financial plans, annual reviews, and suitability letters.What We Offer:A competitive salary of £48,000 -...
-
Paraplanning Opportunity
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeOpportunity OverviewThis Paraplanning role offers a unique opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career...
-
IFA Advisor Opportunity
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**About the Role:**We are seeking a qualified Paraplanner to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing administrative support to our advisors, ensuring that our clients receive the highest level of service.The successful candidate will have excellent analytical and communication skills, with a...
-
Junior Financial Advisor
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**Job Overview:**We are seeking a highly motivated and experienced Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will support our Advisors in delivering exceptional client service and have the opportunity to progress to a full Financial Advisor role.The ideal candidate will have a strong understanding of financial services,...
-
Financial Planning Professional
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJoin Financial Divisions as a Financial Planning Professional and take advantage of a fantastic opportunity to progress your career in the field of Independent Financial Advice. Located in the beautiful North Hertfordshire area, this role offers a great balance between work and personal life.The ideal candidate will be a qualified Paraplanner with at least 3...
-
Financial Planning Consultant
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeCompany OverviewFinancial Divisions is a professional, award-winning Financial Advice firm with years of experience handling wealth portfolios of ultra-high net worth individuals. We offer a great opportunity for the right candidate to work in a progressive, award-winning independent financial planning firm.We have built a fantastic reputation in the IFA/...
-
Paraplanning and Advisory Role
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAt Financial Divisions, we value innovative thinking and exceptional skill sets. As a Paraplanner progressing to an advisory role, you will be responsible for reporting on portfolio performance, analysing market offerings, administering advice given by advisors, and developing client-facing materials.Requirements:Diploma-qualified in paraplanningAt least 3...
-
Financial Planning Associate
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are seeking a highly skilled Paraplanner to progress to an advisory role at our award-winning financial planning firm, Financial Divisions.Key Responsibilities:Portfolio ReportingMarket Analysis and ResearchAdvice Administration and ExecutionFinancial Planning and Suitability ReportsTemplate Development and Client CommunicationClient Liaison and Technical...
-
Financial Planner Assistant
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are seeking a highly motivated and experienced paraplanner to progress to an advisory role at Financial Divisions. This is an exciting opportunity for someone with a strong background in financial planning to grow and expand their skills within our company.About the Job:The ideal candidate will have a diploma-qualified in paraplanning and at least 3 years...
-
Wealth Management Support Professional
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAt Financial Divisions, we're seeking a skilled and experienced Paraplanner to join our team as a Wealth Management Support Professional. In this role, you'll provide critical support to our advisors in delivering high-quality financial planning services to our clients. Job DescriptionAs a Wealth Management Support Professional, your primary responsibility...
-
IFA Career Advancement
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeFinancial Divisions is a progressive and award-winning financial planning firm that is committed to delivering exceptional results for our clients. We are seeking a talented and experienced Senior Paraplanner to join our team and help us achieve our goals.The ideal candidate will have a strong background in financial planning, with at least 3 years'...
-
Financial Advisor Assistant
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are seeking an experienced Paraplanner at Financial Divisions to support our team and help individuals achieve their financial goals. This role offers a great chance to work with a professional, award-winning Financial Advice firm.Key Responsibilities:Report on portfolio performance and analyse market offerings, services and productsAdminister and action...