Financial Divisions is seeking an experienced Technical Paraplanner to join its wealth management team in the Basildon/Essex area.
Working with Financial Advisers, you will deliver high-quality technical paraplanning support across pensions, investments, trusts and cash-flow forecasting, including FE Analytics and ONM analysis, and prepare robust suitability reports and recommendations for complex client circumstances.
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Technical Paraplanner: Elevate Wealth Planning Strategy in Billericay employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
