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Senior Paraplanner

2 months ago


London, Greater London, United Kingdom Financial Divisions Full time

**About the Role**

Fully client-facing senior paraplanner opportunity at a prestigious, award-winning independent financial services firm in London. As a key member of the team, you will provide high-quality paraplanning support to a team of experienced financial advisers, working with a diverse and interesting portfolio of high net worth (HNW) clients.

**Key Responsibilities**

• Provide comprehensive paraplanning support, including reporting, cash flow modelling, and recommendations, to ensure the delivery of exceptional client service.

• Collaborate with financial advisers to develop and implement tailored financial plans, leveraging your technical expertise and industry knowledge.

• Build and maintain strong relationships with clients, demonstrating your ability to communicate complex financial concepts in a clear and concise manner.

• Contribute to the growth and development of the firm, working closely with the team to identify opportunities for improvement and implement process enhancements.

**What We Offer**

• Competitive salary range of £45,000 - £55,000 per annum.

• Opportunity to study for Chartered Status, with full support and a mentoring program.

• Hybrid working arrangement, allowing for a healthy work-life balance.

• Beautiful working conditions and an excellent social environment.

• Long list of benefits, including [insert benefits].

**About Us**

Financial Divisions is a leading independent financial services firm, dedicated to providing exceptional client service and delivering tailored financial solutions. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a skilled and motivated paraplanner to join our team.