Financial Planning Specialist
1 month ago
We are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.
The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and unsupervised to ensure the highest level of service.
Key Responsibilities:
- Conduct research based on meeting clients' financial needs and objectives
- Understand investment portfolio analysis and compile investment/pension/protection illustrations and documentation
- Create and prepare technical suitability reports
- Ensure FCA regulations and compliance are met
- Support with ad hoc projects and tasks where required
- Review and understand existing scheme information from providers
- Use research tools / systems to complete detailed analysis
- Cashflow modelling
About You:
We are looking for an experienced Paraplanner with a minimum of Level 4 Diploma standard, who has a solid understanding of key areas of financial planning and advice, including Pensions, Investments, IHT and Estate planning, and personal and business protection.
Requirements:
- Qualification to a minimum of Level 4 Diploma standard
- Experience in a paraplanning role, preferably within an independent or whole-of-market practice
- Excellent Word and Excel skills
- The ability to work autonomously and unsupervised, and to always have the clients' best interests in mind in all aspects of the role
Join our team at Financial Divisions and take this opportunity to work in a dynamic and supportive environment, where your skills and experience will be valued and utilised to their full potential.
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