Technical Paraplanner and Financial Advisor

1 day ago


London, Greater London, United Kingdom Financial Divisions Full time
Job Summary

We are seeking a Technical Paraplanner and Financial Advisor to join our team as a Senior Financial Planning Expert. This role offers an exceptional opportunity to work with a highly respected London-based business, driving success through technical expertise and people skills.

Key Responsibilities:

  • Creating advice plans and delivering them to new clients.
  • Developing and maintaining high-quality reports.
  • Attending client meetings and providing paraplanning support on complex technical cases.

Requirements:

  • Chartered Status.
  • Minimum 5 years' experience as a Senior Diploma Qualified Paraplanner.
  • Ability to review complex problems and create simple solutions.

Salary: £65,000 per annum, plus an excellent benefits package. If you are looking for a challenging and rewarding role, please apply for this exciting opportunity at Financial Divisions.



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