Senior Paraplanning Professional

5 days ago


St Albans, Hertfordshire, United Kingdom Financial Divisions Full time
Senior Paraplanner Opportunity

Financial Divisions is seeking a highly skilled Senior Paraplanner to join our team in St Albans. This is a client-facing role that offers a comprehensive study package, including a bonus, opportunities for holiday and Christmas closure, hybrid working, and a great career path.

This is an excellent opportunity for a Diploma Qualified Senior Paraplanner to develop their client-facing skills with a reputable local wealth management firm known for its client loyalty and staff care.

Key Responsibilities:
  • Provide full paraplanning support to senior financial planners in producing high-quality financial plans for clients.
  • Develop technical paraplanning skills further and attend client meetings as part of the advice process.
  • Review client information, undertake research, and collate supporting documentation and application paperwork for advice.
  • Provide full analysis of client needs, researching solutions, and writing compliant and suitable recommendations.
  • Develop client holistic financial plans using cashflow modelling, with a minimum of 2 years pure paraplanning experience and Level 4 Diploma essential.

We offer a structured career path with excellent mentoring and study support to assist with Advanced papers to achieve Chartered Status.

If you are looking to join a dynamic and progressive team, please send your CV to Camilla Howden.



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