Financial Paraplanner

18 hours 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 in preparing and presenting financial plans to clients
* Conduct research and analysis to support the development of financial plans
* Collaborate with the Financial Advisers to ensure seamless delivery of services to clients
* Develop and maintain strong relationships with clients

**What We Offer**

* Competitive salary range of £45k - £55k depending on experience
* Excellent benefits package and bonus structure
* Opportunity to progress to a Financial Planner role in 4-5 years
* Flexible working arrangement with 2 days WFH per week

**About the Company**

Financial Divisions is a medium-sized Chartered independent financial advice business with a strong reputation for providing expert advice on pensions, investments, retirement planning, tax planning, IHT, trusts, and mortgages. Our clients come from a variety of backgrounds, including the creative industries, with assets ranging from £100k to multiple millions.

**Requirements**

* Diploma qualified Paraplanner
* Strong analytical and research skills
* Excellent communication and interpersonal skills
* Ability to work effectively in a team environment

**How to Apply**

If you are a motivated and experienced Paraplanner looking for a new challenge, please contact Peter Fozard at Financial Divisions.



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