At a Glance
- Tasks: Create detailed reports and cashflow models for private clients in a supportive team.
- Company: Join a dynamic wealth management team at Financial Divisions.
- Benefits: Gain valuable experience, with a clear path to Chartered status.
- Other info: Collaborative environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial futures while expanding your expertise.
- Qualifications: Diploma-qualified Paraplanner with a passion for wealth planning.
The predicted salary is between 29700 - 36300 £ per year.
Financial Divisions is seeking a Diploma-qualified Paraplanner to advance within a collaborative wealth management team.
You will work closely with a small group of advisers, producing detailed reports and analysis for private clients.
You’ll develop cashflow models, support onboarding and asset transfers, and stay compliant while expanding your technical knowledge of planning products.
A clear path to Chartered status is available.
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Client-Facing Paraplanner: Wealth Planning Specialist 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.
