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Exciting Paraplanner Opportunity: Your Route to Becoming a Financial Advisor!
Are you a qualified Paraplanner looking for an opportunity to take the next step in your career? Do you want to work with a progressive and innovative wealth management firm that is committed to your professional growth? If so, we have the perfect opportunity for you!
We’re partnering with a highly respected, award-winning independent financial planning firm known for its exceptional client service and expertise in managing private wealth. Due to their ongoing growth, they’re opening an exciting new role for a Qualified Paraplanner who wants to make a real impact.
Why You Should Apply:
- Clear Career Progression: This role is a stepping stone to becoming an Advisor. You’ll gain hands-on experience and the support needed to transition into advising clients directly.
- Work with Experts: Collaborate with experienced Financial Advisors who will help you develop and grow in your career.
- Supportive Environment: With financial contributions toward further learning and development, you’ll have everything you need to advance.
- Beautiful Location: Work in a stunning office environment in Hitchin, Hertfordshire, with the flexibility of occasional remote work.
Key Responsibilities:
- Write Financial Plans: Support advisors by drafting comprehensive financial plans tailored to client needs.
- Annual Reviews & Suitability Letters: Prepare annual reviews and suitability letters for clients, ensuring the highest standard of advice.
- Client Interaction: Liaise with clients on technical matters, tax year-end queries, and processing requests such as income withdrawals and lump sum transactions.
- Platform Management: Work with platforms such as Transact, Nucleus, and Fidelity, ensuring smooth management of client portfolios.
- Ongoing Development: Continue to enhance your skills and knowledge, with support for further qualifications and career advancement.
What We’re Looking For:
- Diploma Qualified (or close to finishing your exams - we’re open to applicants with 1-2 exams outstanding).
- At Least 3 Years’ IFA Experience: You should have a solid background in financial planning or wealth management.
- Client-Focused Approach: Strong communication skills and the ability to manage client expectations effectively.
About the Company:
This forward-thinking wealth management firm has built a fantastic reputation within the IFA/financial planner community, helping clients navigate pensions, investments, tax planning, IHT, mortgages, and protection services. They also offer expert advice on Wills, Trusts, and Estate Planning, focusing on intergenerational wealth management.
What’s In It for You?
- Competitive salary and benefits
- Career progression with a clear path to becoming an Advisor
- Support for further learning and professional development
If you’re ready to join a firm that’s dedicated to your success and offers clear career development, apply now!
To explore this opportunity further, send your CV to Laura at Financial Divisions, and we’ll be in touch for a chat about how this role can support your career growth.
Don’t miss out on this fantastic opportunity to fast-track your career to Advisor with a leading Wealth Management firm.
