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Senior Paraplanner

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time
Senior Paraplanner Opportunity

We are seeking a highly skilled Senior Paraplanner to join our team at Financial Divisions. As a Senior Paraplanner, you will be responsible for providing full paraplanning support to our Advisers and their HNW Clients.

Key Responsibilities:

  • Provide paraplanning support including reporting, cash flow modelling, and recommendations.
  • Work closely with Advisers to build strong working relationships with Clients.
  • Support the development of technical cases and provide expertise in financial planning.
  • Contribute to the growth and success of our award-winning firm.

Requirements:

  • CII Level 4 Qualification
  • 18-24 months of dedicated paraplanning experience
  • Excellent technical skills and knowledge of financial planning
  • Strong communication and interpersonal skills

What We Offer:

  • Full study support and a mentoring programme to help you achieve Chartered Status
  • Exposure to highly technical cases and a well-established portfolio of HNW Clients
  • A dynamic and supportive work environment with opportunities for growth and development

About Us:

Financial Divisions is an award-winning independent firm providing holistic financial advice to HNW Clients. We are committed to delivering exceptional service and building long-term relationships with our Clients.