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Senior Paraplanner

2 months ago

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

We are seeking a highly skilled Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will play a key role in supporting our Advisers and their HNW Clients with technical cases.

Key Responsibilities:

  • Provide full paraplanning support, including reporting, cash flow modelling, and recommendations.
  • Work closely with Advisers to deliver high-quality financial advice to Clients.
  • Contribute to the development of our HNW Client portfolio.
  • Support the growth and success of our team.

Requirements:

  • CII Level 4 Qualification.
  • At least 18/24 months of dedicated paraplanning experience.
  • Excellent technical skills and knowledge of financial planning.
  • Strong communication and interpersonal skills.

We offer a competitive salary, hybrid working, and a range of benefits. If you are a motivated and experienced Senior Paraplanner looking for a new challenge, please contact Camilla Howden to discuss this opportunity further.