Chartered IFA Paraplanner, Financial Planning Expert

3 days ago


Sevenoaks, Kent, United Kingdom Financial Divisions Full time
Job Summary

We are seeking a highly skilled and experienced Chartered IFA Paraplanner to join our team at Financial Divisions.

About the Role

As a key member of our financial planning team, you will be responsible for conducting in-depth research to meet clients\' financial needs and objectives.

You will also be involved in understanding investment portfolio analysis, compiling investment/pension/protection illustrations, and creating technical suitability reports.

In addition, you will ensure compliance with FCA regulations and support our advisers with ad-hoc projects.

Key Responsibilities

  • Conduct research to understand clients\' financial needs and objectives
  • Understand and interpret investment portfolio analysis
  • Compile investment/pension/protection illustrations and documentation
  • Create technical suitability reports
  • Ensure compliance with FCA regulations
  • Support advisers with ad-hoc projects

About You

We are looking for a highly skilled and experienced paraplanner with a minimum diploma qualification and a desire to achieve Chartered status.

You will have a strong understanding of key areas of financial planning, including pensions, investments, IHT, and estate planning.

You will also be able to interpret complex financial information and present it in a clear and concise manner.

We offer a supportive and collaborative work environment, with opportunities for personal growth and development.

Requirements

  • Minimum diploma qualification, with a desire to achieve Chartered status
  • Strong understanding of key areas of financial planning
  • Ability to interpret complex financial information
  • Excellent communication and presentation skills

We are an equal opportunities employer and welcome applications from all qualified candidates.



  • Sevenoaks, Kent, United Kingdom Financial Divisions Full time

    About UsFinancial Divisions is a successful Chartered IFA practice with a growing network of introducers.The OpportunityWe are seeking a talented Paraplanner to join our team, who will be diploma qualified and have a desire to achieve Chartered status.Key ResponsibilitiesConduct in-depth research to meet clients' financial needs and objectives.Understand...


  • Sevenoaks, Kent, United Kingdom Quilter Financial Planning Full time

    About the Role:Quilter Financial Planning is seeking a highly skilled Financial Adviser to join their team and provide comprehensive financial advice to clients. The successful candidate will work closely with investment professionals to develop client relationships and cultivate a strong understanding of the investment business. Key...


  • Sevenoaks, Kent, United Kingdom Quilter Financial Planning Full time

    Job Description**Key Requirements**We are seeking an experienced Senior Financial Services Consultant to join our team at Quilter Financial Planning. The successful candidate will provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships.Key Skills:Understanding complex...


  • Sevenoaks, Kent, United Kingdom Michael Page Full time

    Role Summary:This Senior Financial Planning position is available at a leading Housing Association in Kent. As a key member of the team, you will be responsible for producing the Group Business Plan, including scenarios and sensitivities, as well as the FFR Return to the Regulator of Social Housing.Key Responsibilities:Ongoing maintenance of the 30-year...


  • Sevenoaks, Kent, United Kingdom Michael Page (UK) Full time

    Company OverviewMichael Page (UK) is a leading recruitment agency that helps organisations find top talent in various sectors, including finance and real estate. Our client, a Kent-based Housing Association, is seeking a Senior Financial Planning Expert to join their team.Job DescriptionThe Senior Financial Planning Expert will be responsible for maintaining...


  • Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    At TPF Recruitment, we are seeking a talented and ambitious individual to join our client's team as a Graduate Trainee in Accountancy.This is a fantastic opportunity to gain hands-on experience in accounting and tax, working with a leading firm of chartered accountants based in Sevenoaks.As a Graduate Trainee, you will be responsible for preparing statutory...


  • Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionTPF Recruitment is assisting a reputable firm of chartered accountants in their search for an experienced Accounts & Audit Senior. Our client is a dynamic and progressive firm of chartered accountants that values staff retention and provides a great working environment.You will work in a general practice capacity across accounts, audit, and...


  • Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    TPFRecruitment - Seeking Chartered Accountant ProfessionalWe are partnering with a renowned firm of chartered accountants in Sevenoaks, Kent, to find an exceptional Accounts & Audit Senior. This fantastic opportunity offers a relaxed and friendly working environment, with a strong staff retention rate and great prospects for growth.As an Accounts & Audit...


  • Sevenoaks, Kent, United Kingdom fish4.co - Jobboard Full time

    We are seeking a highly skilled Management Accountant to join our team at Sevenoaks School. The successful candidate will be a qualified accountant with strong financial acumen and analysis skills, able to prepare financial reports and provide insightful analysis to inform business decisions.Key Responsibilities:Prepare and present financial reports to the...

  • Chartered Tax Manager

    4 weeks ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    TPF Recruitment, a leading accountancy practice recruitment agency, is seeking a Chartered Tax Manager to join its team. This exciting opportunity has arisen with an excellent chartered accountancy practice based in Sevenoaks.This reputable firm has developed a strong presence across Kent, the South, and nationally, acting for interesting and growing...


  • Sevenoaks, Kent, United Kingdom The Planner Jobs Redactive Publishing Limited Full time

    Join Our Team as a Strategic Planning DirectorWe are seeking an experienced and skilled planning director to lead our team in shaping the future of urban and rural environments.About the Role:This is an exciting opportunity for a seasoned professional with expertise in guiding and managing planning projects from inception to completion. As a strategic...


  • Sevenoaks, Kent, United Kingdom Robertson Bell Full time

    Robertson Bell is a leading recruitment agency in the property and construction industry.We are currently seeking an experienced Senior Financial Planning Analyst to join our client, a residential property developer, on a permanent basis.This exciting role offers a unique opportunity to shape the future of financial planning and work closely with high-level...


  • Sevenoaks, Kent, United Kingdom Robertson Bell Full time

    Are you ready to shape the future of financial planning? Can you turn complex data into clear insights that drive performance? Are you excited by the prospect of working with high-level stakeholders to secure lasting financial success?This residential property developer is currently seeking a Senior Financial Planning Analyst to join their team on a...


  • Sevenoaks, Kent, United Kingdom Altum Consulting Full time

    We are seeking a highly skilled Management Accountant to join our team at Altum Consulting. As a key member of our finance department, you will play a critical role in supporting our financial objectives and working closely with academic and support staff to provide timely insights and support our mission through robust financial planning and analysis.Key...


  • Sevenoaks, Kent, United Kingdom Leading Role Full time

    About Our CompanyA well-established SME, part of a larger global Group of industrial sector businesses.Job DescriptionAs a key member of the Executive Board, the successful candidate will be responsible for providing cash flow forecasting and maintaining a long-term cash forecast. They will lead, manage, and coordinate the annual budget process, formulating...


  • Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    TPF Recruitment is a leading accountancy practice recruitment agency in Kent, specialising in the recruitment of talented individuals for entry-level positions in accounting and tax teams.Our client, a Top 80 firm of chartered accountants based in Sevenoaks, offers a fantastic training opportunity where you will gain excellent client exposure and invaluable...

  • Senior Accountant

    1 month ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Senior Accountant OpportunityTPF Recruitment is pleased to present a fantastic Senior Accountant vacancy at a Top 80, well-established and highly regarded chartered accountancy practice based in the South.This chartered firm of accountants has developed a very strong reputation across the region, acting for some very interesting and growing businesses...

  • Senior Accountant

    1 month ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Job DescriptionTPF Recruitment is seeking a highly skilled Senior Accountant to join a Top 80, well-established and highly regarded chartered accountancy practice based in Sevenoaks. This is an excellent opportunity for a motivated professional to develop their career within a successful firm.The chartered firm of accountants has developed a strong...


  • Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    TPF Recruitment Accountancy PracticeWe're looking for talented individuals to join our client's team as a Graduate Trainee Accountant. This is a fantastic opportunity to gain excellent client exposure and invaluable on-the-job training.Our client, a Top 80 firm of chartered accountants, is committed to training and development. You'll work alongside a great...

  • Senior Accountant

    1 month ago


    Sevenoaks, Kent, United Kingdom TPF Recruitment Full time

    Senior Accounts Manager VacancyTPF Recruitment is pleased to offer a fantastic opportunity for a Senior Accounts Manager to join a Top 80 well-established and highly regarded chartered accountancy practice based in Sevenoaks.This chartered firm of accountants has developed a very strong reputation across Kent, the South, and nationally, acting for some very...