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Financial Paraplanner

2 months 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 that client needs are met
* 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 high-quality advice to clients across the UK. Our team is dynamic and young, with a focus on delivering exceptional results for our clients.

**How to Apply**

If you are a diploma-qualified Paraplanner looking for a challenging and rewarding role, please contact Peter Fozard at Financial Divisions for more information.