Paraplanner for High-Impact Wealth Planning

Financial Divisions; England; On-site; GBP 36,000 - 48,000; Full time

Job summary

Financial Divisions is seeking a technically strong paraplanner to work alongside the financial planning team. You will produce compliant financial plans, cashflow models and reports, while conducting product and investment research and preparing meeting documentation.

Proficiency in Voyant and Xplan, and a Dip PFS or progress toward Chartered status, are preferred. A minimum of two years paraplanning experience is required, with a focus on clarity and client understanding.

Qualifications

• Paraplanning experience (minimum two years)
• Diploma in Financial Planning preferred or Chartered progression
• Strong MS Office and planning tool proficiency
• Ability to translate technical knowledge into client-friendly content

Responsibilities

• Produce technically accurate and compliant financial plans, cashflow models and recommendation reports
• Conduct product and investment research
• Prepare meeting documentation
• Ensure client communications reflect clarity and care

Skills

Paraplanning

Cashflow modelling

Voyant

Xplan

Financial planning knowledge

Microsoft Office

Education

Diploma in Financial Planning (Dip PFS)

Tools

Voyant

Xplan

Excel

Job description

Financial Divisions is seeking a technically strong paraplanner to work alongside the financial planning team. You will produce compliant financial plans, cashflow models and reports, while conducting product and investment research and preparing meeting documentation.

Proficiency in Voyant and Xplan, and a Dip PFS or progress toward Chartered status, are preferred. A minimum of two years paraplanning experience is required, with a focus on clarity and client understanding.