Financial Advisor Assistant

1 week ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

We are seeking an experienced Paraplanner at Financial Divisions to support our team and help individuals achieve their financial goals. This role offers a great chance to work with a professional, award-winning Financial Advice firm.

Key Responsibilities:
  • Report on portfolio performance and analyse market offerings, services and products
  • Administer and action advice given by the advisor, covering pensions, investments, tax planning, IHT, mortgages and some protections
  • Write financial plans, annual reviews, suitability letters and update templates as required
  • Liaise with clients regarding technical replies, end of tax year queries and factual information
Requirements:
  • Diploma qualified, or willing to complete remaining exams
  • At least 3 years' experience in an IFA environment
What We Offer:
  • A supportive team environment
  • Opportunities for further learning and development

The estimated salary for this role is £52,375 per annum, based on the national average salary range in North Hertfordshire.



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