Technical Paraplanning Specialist

7 days ago


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

We are seeking a skilled Technical Paraplanning Specialist to join our team at Financial Divisions. This role offers the opportunity to transition into Advice within 3 years and has arisen due to the promotion of the present Paraplanner to Advice.

The ideal candidate will possess a Level 4 Diploma in Paraplanning and have excellent technical knowledge in paraplanning. The successful applicant will support Advisers with full paraplanning services, including report writing, conducting research, and preparing presentations for recommendations.

This is an excellent opportunity for a Paraplanner looking to develop their technical expertise and progress to Chartered Status. The role also includes attending client meetings and working with High Net Worth Clients.

The salary for this position is approximately £55k, plus an excellent benefits package that includes study support towards Chartered status, hybrid working arrangements, mentoring program, and a collaborative environment.

We are committed to the growth and development of our employees and strive to create a relaxed yet hard-working environment where individuals can reach their personal goals.



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