Client-Facing Paraplanner β€” Hybrid, Path to Chartered

Client-Facing Paraplanner β€” Hybrid, Path to Chartered

Full-Time 60750 - 74250 Β£ / year (est.) Home office (partial)
Financial Divisions

At a Glance

  • Tasks: Support Financial Planners in client meetings and deliver sophisticated financial strategies.
  • Company: Dynamic financial firm focused on high-net-worth clients.
  • Benefits: Hybrid working, path to Chartered status, and professional development opportunities.
  • Other info: Exciting opportunity for career growth in a supportive environment.
  • Why this job: Gain hands-on experience while making a real difference for clients.
  • Qualifications: Experience in paraplanning and strong communication skills.

The predicted salary is between 60750 - 74250 Β£ per year.

Financial Divisions is seeking an experienced Paraplanner to partner with Director-level Financial Planners, attending client meetings and supporting high-net-worth individuals, families, business owners and trustees.

The role combines technical planning with a client-facing element and a hybrid working arrangement in the City of London.

You will conduct research, contribute to planning discussions and help deliver sophisticated financial strategies while developing your Chartered status.

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Client-Facing Paraplanner β€” Hybrid, Path to Chartered employer: Financial Divisions

Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Client-Facing Paraplanner β€” Hybrid, Path to Chartered

Client Relationship Management
Financial Planning
Research Skills
Communication Skills
Technical Financial Knowledge
Analytical Skills
Attention to Detail