Paraplanner

2 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time
Paraplanner Opportunity at Financial Divisions

We are seeking an experienced Paraplanner to join our dynamic team at Financial Divisions. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service and delivering high-quality financial planning solutions.

Key Responsibilities:

  • Producing illustrations and valuations
  • Preparation of annual reviews
  • Liaising with clients and Advisers
  • Processing fund switches and drawdowns
  • Writing suitability reports across pensions, investments, IHT and estate planning

Requirements:

  • Working towards your diploma qualification
  • Excellent communication skills
  • Ability to work in a fast-paced environment

We offer a competitive salary, study support, and a hybrid working pattern. If you are a motivated and organized individual looking to progress your career in financial planning, please send your CV to Jim Maddison at Financial Divisions.


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