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Financial Planning Specialist

2 months ago

Eastbourne, East Sussex, United Kingdom Financial Divisions Full time £55,000
Senior Paraplanner Opportunity

We are seeking a highly skilled and motivated Senior Paraplanner to join our dynamic team at Financial Divisions.

This role offers an excellent opportunity to provide expert financial planning services to clients with diverse needs, including intergenerational wealth transfers, school fees planning, retirement strategies, and property financing.

Our firm manages client portfolios ranging from £50k to £10 million in Assets Under Management (AUM).

Key Responsibilities:

  • Support advisers in delivering comprehensive financial solutions tailored to each client's needs.
  • Play a key part in providing expert financial planning services to clients.
  • Work closely with the team to ensure clients receive peace of mind through meticulous and forward-thinking financial advice.

What We Offer:

  • Competitive salary up to £55k with an attractive benefits package.
  • 30 days holiday plus private medical insurance.
  • Career progression with ongoing study support.
  • Opportunity to work in a thriving team where professional growth is strongly encouraged.

If you are a diploma qualified Paraplanner committed to delivering exceptional financial planning and seeking an opportunity for growth within a well-established firm, we'd love to hear from you.