Chartered Financial Planning Specialist

1 day ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time

About Us

Financial Divisions is a successful Chartered IFA practice with a growing network of introducers.

The Opportunity

We are seeking a talented Paraplanner to join our team, who will be diploma qualified and have a desire to achieve Chartered status.

Key Responsibilities

  • Conduct in-depth research to meet clients' financial needs and objectives.
  • Understand investment portfolio analysis and compile illustrations and documentation.
  • Prepare technical suitability reports and ensure FCA regulations are met.
  • Support ad hoc projects and tasks as required.
  • Review and understand existing scheme information from providers.

Requirements

  • Senior paraplanning or technical experience in an advisory practice.
  • Qualified to diploma standard, with a desire to continue towards Chartered status.
  • Knowledge of key financial planning areas, including pensions, investments, and estate planning.
  • Ability to interpret cash flow forecasts and summarise key points.
  • Understanding of writing styles, grammar, and audience awareness.
  • Ability to interpret complex planning into clear reports and apply FCA suitability requirements.

About You

This is a fantastic opportunity for a professional Paraplanner looking to join a growing Chartered IFA practice and achieve Chartered status.



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