Financial Paraplanner

3 days ago

London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £55,000
Job Title: Paraplanner
Job Type: Full-time
Industry: Financial Services
Location: UK (remote work options)
Job Description:
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 Financial Advisers in providing exceptional client service and delivering high-quality financial advice.
Responsibilities:
* Assist Financial Advisers in preparing and presenting financial plans and reports to clients
* Conduct research and analysis to identify potential investment opportunities and risks
* Develop and maintain strong relationships with clients to understand their financial goals and objectives
* Collaborate with the Financial Advisers to develop and implement financial plans that meet client needs
* Maintain accurate and up-to-date records of client interactions and financial plans
Requirements:
* Diploma in Financial Planning or equivalent qualification
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Proficient in Microsoft Office and financial planning software
What We Offer:
* Competitive salary range of £45,000 - £55,000 depending on experience
* Excellent benefits package and bonus structure
* Opportunity to progress to a Financial Planner role within 5 years
* Flexible working arrangements, including remote work options
If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and helping to deliver exceptional client experiences. The firm is a medium-sized, Chartered...

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and helping to deliver exceptional client experiences. The firm is a medium-sized, Chartered...

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...

  • Financial Paraplanner

    3 days ago

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

    Join a dynamic and reputable wealth management firm as a Paraplanner and take the first step towards a rewarding career in financial services. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers, providing administrative support and contributing to the delivery of high-quality financial advice to clients across the UK. The...

  • Financial Paraplanner

    3 days ago

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

    Job Title: ParaplannerJob Type: Full-timeLocation: Office-based for 8 weeks, then 3 days per week from homeJob Description:Our client, a medium-sized Chartered independent financial advice business, is seeking a Paraplanner to join their team. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers to provide high-quality advice...

  • Financial Paraplanner

    3 days ago

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

    Job Title: ParaplannerJob Type: Full-timeLocation: Office-based for 8 weeks, then 3 days per week from homeJob Description:Our client, a medium-sized Chartered independent financial advice business, is seeking a Paraplanner to join their team. As a Paraplanner, you will work closely with two young and dynamic Financial Advisers to provide high-quality advice...

  • Senior Financial Paraplanner

    3 weeks ago

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

    **Job Opportunity for a Senior Paraplanner**We are seeking a highly skilled and experienced Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a crucial role in providing high-quality financial planning services to our clients.**Key Responsibilities:**Provide full paraplanning support to senior financial...

  • Experienced Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exceptional Opportunity for a Paraplanner in a Thriving Financial Services Business Due to a significant increase in referrals and recommendations, our client, a well-established financial services business, is at a pivotal point in their growth and is seeking an experienced SJP Diploma Qualified Paraplanner to join their support team. The business takes...

  • Experienced Paraplanner

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exceptional Opportunity for a Paraplanner in a Thriving Financial Services Business Due to a significant increase in referrals and recommendations, our client, a well-established financial services business, is at a pivotal point in their growth and is seeking an experienced SJP Diploma Qualified Paraplanner to join their support team. The business takes...

  • Experienced Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exceptional Opportunity for a Paraplanner in a Thriving Financial Services Business Due to a significant increase in referrals and recommendations, our client, a well-established financial services business, is at a pivotal point in their growth and is seeking an experienced SJP Diploma Qualified Paraplanner to join their support team. The business takes...

  • Experienced Paraplanner

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Exceptional Opportunity for a Paraplanner in a Thriving Financial Services Business Due to a significant increase in referrals and recommendations, our client, a well-established financial services business, is at a pivotal point in their growth and is seeking an experienced SJP Diploma Qualified Paraplanner to join their support team. The business takes...

  • Paraplanner - Financial Planning Role

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.About the Role:This is a fantastic opportunity for a diploma-qualified Paraplanner to join a dynamic...

  • Paraplanner - Financial Planning Role

    2 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking an experienced Paraplanner to join our team at Financial Divisions, a leading independent financial advice business. As a Paraplanner, you will play a crucial role in supporting our Advisers in providing exceptional client service.About the Role:This is a fantastic opportunity for a diploma-qualified Paraplanner to join a dynamic...

  • Financial Paraplanner

    1 week ago

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

    Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...

  • Financial Paraplanner

    1 week ago

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

    Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...

  • Financial Paraplanner

    1 week ago

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

    Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...

  • Financial Paraplanner

    7 days ago

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

    Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...

  • Financial Paraplanner

    1 week ago

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

    Financial Paraplanner Role Overview **About the Role** Financial Divisions is a leading wealth management firm seeking a skilled Paraplanner to join their team. As a Paraplanner, you will play a crucial role in supporting the Financial Advisers in providing high-quality advice to clients across the UK. **Key Responsibilities** * Assist Financial Advisers...