Experienced Paraplanner

1 week ago

London, Greater London, United Kingdom Financial Divisions Full time
HNW Paraplanning Role with Complex Client Cases

Financial Divisions is seeking an experienced paraplanner to join our Advice team in London. As a paraplanner, you will be responsible for providing comprehensive reports, cash flow modelling, and full recommendations based on your analysis.

Key Responsibilities:

  • Provide high-quality paraplanning support to our Advisers and their clients
  • Develop and maintain complex technical cases, including cash flow modelling and full recommendations
  • Work closely with our Advisers to deliver exceptional client service
  • Contribute to the development of our Advice team and the growth of our business

Requirements:

  • CII Level 4 Qualification
  • 18-24 months of dedicated paraplanning experience
  • Advanced papers and mentoring opportunities
  • Hybrid working arrangement with beautiful working conditions and excellent social environment

What We Offer:

  • Opportunity to progress your career with exposure to complex HNW technical cases
  • Attending client meetings and becoming involved with a range of clients
  • Funded and mentored to achieve your Chartered Status
  • Work in a pod with well-established and personable Advisers
  • Full paraplanning role with comprehensive reports, cash flow modelling, and full recommendations
  • Opportunity to demonstrate your personal confidence in building strong working relationships

About Us:

Financial Divisions is an award-winning independent wealth management firm with a strong reputation for delivering exceptional client service. We take employee welfare seriously and ensure that each employee has the opportunity to achieve their personal goals.

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