Financial Divisions in Colchester is seeking a Junior Paraplanner to join a high-performing team with a clear pathway to Paraplanner Manager. You will attend client meetings, draft detailed suitability reports, conduct investment research, build cashflow models, and support complex financial planning in a hybrid role offering full study support and excellent benefits.
Level 4 Diploma (or progressing towards Chartered) and experience in a Paraplanning or technical role within an IFA are required,
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Junior Paraplanner β Hybrid, Study Support & Manager Path in Essex 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.