Senior Paraplanner - Wealth Management (Path to Adviser)

Financial Divisions; Greater London; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

£45,000 – £55,000 basic salary plus bonus and benefits

Collaborative team environment

Beautiful offices with a pool table and free coffee

Pod-style training and support

Access to clients from day 1!

Job summary

Financial Divisions is seeking a Senior Paraplanner to join their wealth management team in London. This role involves providing comprehensive paraplanning support across pensions, investments, and tax planning. With an attractive salary range of £45,000 – £55,000 plus bonuses and benefits, this position offers an excellent opportunity to work within a collaborative team.

The ideal candidate will have strong technical knowledge, particularly in cash flow modelling, and must be adept at preparing reports and recommendations. Gain access to clients from day one in a vibrant office environment.

Qualifications

• Extensive experience in paraplanning with strong technical knowledge.
• Ability to prepare recommendations and reports efficiently.

Responsibilities

• Provide end-to-end paraplanning support to advisers.
• Prepare recommendations and reports related to pensions and investments.
• Support client reviews and ensure new business progresses efficiently.

Skills

Strong technical knowledge across pensions and investments

Deep cash flow modelling understanding

Experience with Voyant

Job description

Financial Divisions is seeking a Senior Paraplanner to join their wealth management team in London. This role involves providing comprehensive paraplanning support across pensions, investments, and tax planning. With an attractive salary range of £45,000 – £55,000 plus bonuses and benefits, this position offers an excellent opportunity to work within a collaborative team.

The ideal candidate will have strong technical knowledge, particularly in cash flow modelling, and must be adept at preparing reports and recommendations. Gain access to clients from day one in a vibrant office environment.