Experienced Paraplanner Opportunity
3 days ago
Associate Paraplanner Job Description
We are seeking an experienced Associate/Junior Paraplanner to join our dynamic team at Financial Divisions. As a prestigious IFA in London, we offer a hybrid working pattern and study support to complete your diploma qualification.
As a Junior Paraplanner, you will produce illustrations and valuations, prepare annual reviews, liaise with clients and advisers, and process fund switches and drawdowns. You will also write suitability reports across pensions, investments, IHT, and estate planning.
Our ideal candidate is working towards their diploma qualification, educated to degree level or equivalent, and has excellent communication skills. You will have the opportunity to gain further insight into the industry, deal with UHNW clients, and further your technical knowledge in Paraplanning.
This is a fantastic opportunity for a talented individual to develop their skills and progress their career with a well-established and highly recognised IFA.
Key Responsibilities:
- Producing illustrations and valuations
- Preparing annual reviews
- Liaising with clients and advisers
- Processing fund switches and drawdowns
- Writing suitability reports
Requirements:
- Working towards diploma qualification
- Education to degree level or equivalent
- Excellent communication skills
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