Chartered Financial Planning Specialist
1 day ago
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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