Financial Planning Associate

7 days ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

We are seeking a highly skilled Paraplanner to progress to an advisory role at our award-winning financial planning firm, Financial Divisions.

Key Responsibilities:
  • Portfolio Reporting
  • Market Analysis and Research
  • Advice Administration and Execution
  • Financial Planning and Suitability Reports
  • Template Development and Client Communication
  • Client Liaison and Technical Support

The ideal candidate will have a Diploma qualification in paraplanning and at least 3 years of experience in the IFA industry. A competitive salary of £50,000 - £70,000 per annum is on offer, making this a fantastic career advancement opportunity for ambitious professionals.



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