Senior Paraplanner
4 weeks ago
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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