Senior Paraplanner

5 days ago


London, Greater London, United Kingdom Financial Divisions Full time

**About the Role**

Financial Divisions, a leading independent firm, is seeking two experienced Paraplanners to join their team. As a Senior Paraplanner, you will play a crucial role in supporting two Advisers with a diverse and interesting portfolio of High Net Worth (HNW) clients.

**Key Responsibilities**

  • Provide comprehensive paraplanning support, including reporting, cash flow modeling, and recommendations.
  • Work closely with Advisers to build strong relationships with clients and deliver exceptional service.
  • Contribute to the growth and success of the firm by developing and maintaining a deep understanding of clients' financial needs.
  • Collaborate with the team to ensure seamless delivery of services and achieve business objectives.

**Requirements**

  • CII Level 4 Qualification
  • At least 18/24 months of dedicated paraplanning experience
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

**What We Offer**

  • Full study support for Chartered Status
  • Mentoring program to help you grow professionally
  • Opportunity to work on highly technical cases and develop your skills
  • Collaborative and dynamic work environment

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