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Financial Paraplanner

2 months ago


London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000

Financial Paraplanner Role

**About the Role**

We are seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional financial advice to our clients.

**Key Responsibilities**

* Assist Advisers in preparing suitability reports for pensions, investments, tax planning, and cashflow modelling
* Utilize Voyant and FE Analytics to analyze client data and provide recommendations
* Collaborate with the Managing Director to develop and implement business strategies
* Contribute to the growth and development of the company

**Requirements**

* Diploma qualified in Paraplanning or related field
* Minimum 2 years of experience in Paraplanning
* Excellent analytical and communication skills
* Proficiency in Voyant and FE Analytics
* Ability to work in a fast-paced environment

**What We Offer**

* Competitive basic salary of £45k - £55k depending on experience
* Excellent benefits package and bonus structure
* Opportunity to progress to Financial Planner role
* Full study support to Chartered status
* Flexible working arrangement with 2 days WFH per week

**About Us**

Financial Divisions is an award-winning medium-sized Chartered independent financial advice business based in the heart of the West End. We pride ourselves on providing exceptional service to our clients and creating a supportive and collaborative work environment for our team members.

**Contact Us**

For more information about this role, please contact Peter Fozard at Financial Divisions.