Senior Paraplanner

4 weeks ago


St Albans, Hertfordshire, United Kingdom Financial Divisions Full time
Job Description

As a Senior Paraplanner at Financial Divisions, you will play a key role in providing high-quality financial plans for clients. This is an excellent opportunity to develop your technical paraplanning skills further and work with a reputable local wealth management firm that values its staff and clients.

Key Responsibilities:

  • Provide full paraplanning support to senior financial planners
  • Develop and maintain technical paraplanning skills
  • Attend client meetings and contribute to the advice process
  • Review client information, undertake research, and collate supporting documentation
  • Provide analysis of client needs and research solutions
  • Develop holistic financial plans using cashflow modelling

Requirements:

  • Minimum 2 years pure paraplanning experience with client-facing and Level 4 Diploma
  • Study support provided to assist with Advanced papers to achieve Chartered Status

Join a dynamic and progressive team at Financial Divisions and take your career to the next level. Send your CV to Camilla Howden at camilla@financialdivisions.co.uk.


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