Paraplanning Consultant
3 weeks ago
We are seeking a highly skilled Paraplanning Consultant to join our team at Financial Divisions. In this role, you will be responsible for providing technical paraplanning services to our financial advisers, including report writing, research, and presentation preparation. As a Paraplanning Consultant, you will have the opportunity to work on complex cases and develop your technical paraplanning expertise.
To succeed in this role, you will need to be fully qualified with a Level 4 Diploma and have excellent communication skills. You will also need to be able to work effectively as part of a team and have strong analytical skills.
Estimated salary: £55,000 per annum, plus an excellent benefits package and hybrid working options.
About the Role:
- Fully qualified paraplanner with Level 4 Diploma required to join a London-based award-winning wealth management firm.
- Opportunity to work on complex cases and develop technical paraplanning expertise.
- Chance to progress to Chartered Status and transition into advice within approximately three years.
Key Responsibilities:
- Provide technical paraplanning services to financial advisers.
- Report writing
- Research
- Presentation preparation for recommendations
- Client meeting attendance (with HNW clients)
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