IFA Advisor Opportunity

1 week ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

**About the Role:**

We are seeking a qualified Paraplanner to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing administrative support to our advisors, ensuring that our clients receive the highest level of service.

The successful candidate will have excellent analytical and communication skills, with a strong understanding of financial markets and regulations. They will also have prior experience of working in a financial planning or wealth management firm and be able to develop their skills with financial contributions towards further learning.

Key Responsibilities:

  • Writing financial plans and annual reviews
  • Writing suitability letters and updating templates
  • Developing all template and client-facing materials
  • Updating IO with client data, emails, docs and tasks

What We Offer:

  • A competitive salary of £45,000 - £65,000 per annum (dependent on experience)
  • Opportunity to work in a dynamic and progressive company
  • Professional development opportunities with financial contributions towards further learning

About Us:

Financial Divisions is a professional and award-winning Financial Advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals. Our team has built a fantastic reputation in the IFA/ Financial Planner community.


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