Wealth Management Paraplanner — Hybrid, Study Support & Growth

Financial Divisions; City of Edinburgh; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Hybrid work (3 days in-office / 2 days

Office locations: Slough & London

Full client contact

Study support

Professional development

Regular social events

Supportive and social team

Job summary

Financial Divisions is seeking an experienced Paraplanner to join its Wealth Management division. You will provide technical support to Financial Advisers, preparing reports and analyses to help deliver high-quality financial planning for clients.

The role offers hybrid working (3 days in the office, 2 days at home) with offices in Slough and London, along with strong study support, professional development, and a collaborative team environment.

Qualifications

• Previous Paraplanner experience within Financial Planning or Wealth Management.
• Level 4 Diploma or actively working towards completion.
• Strong report-writing and analytical skills.
• Excellent communication and relationship-building abilities.

Responsibilities

• Prepare high-quality suitability reports and letters.
• Conduct technical research across pensions, investments and protection.
• Analyse client arrangements and identify planning opportunities.
• Prepare cashflow and financial planning analyses.
• Support advisers with client reviews and new business recommendations.
• Liaise with clients, providers and professional connections.
• Develop comprehensive financial planning solutions.
• Maintain accurate records and regulatory compliance.
• Keep up to date with industry developments.

Skills

Paraplanner experience

Pensions knowledge

Investments knowledge

Report writing

Analytical skills

Communication skills

Organisation

Education

Level 4 Diploma

Job description

Financial Divisions is seeking an experienced Paraplanner to join its Wealth Management division. You will provide technical support to Financial Advisers, preparing reports and analyses to help deliver high-quality financial planning for clients.

The role offers hybrid working (3 days in the office, 2 days at home) with offices in Slough and London, along with strong study support, professional development, and a collaborative team environment.