Chartered IFA Paraplanner, Financial Planning Expert
3 days ago
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.
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