Wealth Management Specialist
2 days ago
This Paraplanning role presents an exciting opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career growth and development.
About Us
Financial Divisions is a professional award-winning financial advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals. Our team is dedicated to providing exceptional service and expert guidance to our clients.
Responsibilities
Your responsibilities will include reporting on portfolio performance, analysing market offerings, services, and products, and administering and actioning any advice given by the Advisor. You will also be required to write financial plans, annual reviews, suitability letters, and update templates as needed. In addition, you will develop all template and client-facing materials, update IO with client data, emails, documents, and tasks, and liaise with clients regarding technical replies, end-of-tax-year queries, and factual information.
Requirements
To be successful in this role, you will need to have a Diploma qualification in Paraplanning or a similar field, with at least 3 years of experience in IFA (Independent Financial Advice) or wealth management. You will also need to have strong analytical and communication skills, as well as the ability to work independently and as part of a team.
What We Offer
We offer a competitive salary, excellent benefits, and opportunities for career growth and development. You will also receive financial contributions towards further learning and development opportunities, and have access to a range of benefits, including health insurance and pension schemes.
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