Wealth Management Paraplanner

3 weeks ago

Bagshot, United Kingdom Financial Divisions Full time
About Us

Financial Divisions is a well-established Independent Financial Advice firm based in Bagshot, Surrey. With a 30-year history in financial planning, we offer whole-of-market advice on pensions, investments, tax planning, IHT, mortgages, and some protections to wealthy clients across the Southeast of England.

We pride ourselves on delivering exceptional client experiences and building long-term relationships through our commitment to excellence and integrity.

We are seeking a talented Paraplanner to join our team, someone who shares our values and is passionate about making a positive impact on our clients' lives.

The successful candidate will be responsible for providing comprehensive paraplanning support to our financial advisors, including client meetings, reports, and other administrative tasks.

What We Offer:

  • A competitive salary of up to £48-55k per annum, plus revenue-related increases
  • A dynamic and supportive team environment
  • Opportunities for professional growth and development

Requirements:

Experience in paraplanning, preferably with Chartered statusExcellent communication and organizational skillsAble to work independently and as part of a team

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