Experienced Paraplanners Wanted for Award-Winning Wealth Management Firm

4 days ago


London, Greater London, United Kingdom Financial Divisions Full time

**About the Role**

We are seeking two experienced paraplanners to join our Advice team at Financial Divisions, an award-winning independent London-based wealth management firm. Our team takes pride in providing an exceptional service to our high net worth (HNW) clients, and we are looking for individuals who share our commitment to excellence.

**Key Responsibilities**

As a paraplanner with Financial Divisions, you will be responsible for providing comprehensive reports, cash flow modeling, and full recommendations based on your analysis. You will work closely with our advisers and their clients to deliver exceptional service and build strong working relationships.

**What We Offer**

We offer a range of benefits, including:

  • Definite opportunities to progress your career with exposure to complex HNW technical cases
  • Attending client meetings and becoming involved with a very interesting range of clients
  • Opportunities to be funded and mentored to achieve your Chartered Status
  • Working in a pod with two well-established and personable advisers
  • A full paraplanning role with a range of responsibilities
  • Opportunities to demonstrate your personal confidence in building strong working relationships with advisers and clients
  • A minimum requirement of CII Level 4 Qualification and 18/24 months full dedicated paraplanning exposure, ideally with a view to starting the Advanced papers

**Our Culture**

We take employee welfare seriously and ensure that each employee has the opportunity to achieve their personal goals. We are committed to creating a positive and supportive work environment that allows our employees to thrive.



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