Paraplanner - Financial Planning Role

1 day ago

London, Greater London, United Kingdom Financial Divisions Full time
Job Title: Paraplanner

We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service and achieving business growth.

Key Responsibilities:

  • Assist Financial Planners in preparing suitability reports, pension reviews, and investment proposals.
  • Conduct research and analysis to support the development of financial plans and recommendations.
  • Collaborate with the Head of Paraplanning to ensure efficient and effective workflow.
  • Develop and maintain strong relationships with clients, providing exceptional customer service.
  • Stay up-to-date with industry developments, regulatory changes, and best practices in paraplanning.

Requirements:

  • Diploma in Paraplanning or equivalent qualification.
  • At least 2 years of experience in paraplanning, preferably in a financial services environment.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently under pressure.
  • Strong analytical and problem-solving skills.

What We Offer:

  • A competitive salary range of £45,000 - £55,000, depending on experience.
  • A comprehensive benefits package, including pension scheme, life insurance, and annual leave.
  • Opportunities for career development and professional growth.
  • A dynamic and supportive work environment.

How to Apply:

If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application, including your CV and a cover letter, to Peter Fozard at Financial Divisions. We look forward to hearing from you.

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