Financial Divisions in Fleet, a very well established boutique Wealth Management firm, is seeking a Paraplanner (junior or senior) to join our team. You will handle end-to-end paraplanning across pensions, investments, tax planning, retirement planning and IHT, with Voyant cashflow modelling knowledge highly advantageous.
Salary is £35k - £45k plus bonuses and benefits, with parking available and study support for relevant exams.
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Wealth Paraplanner — Pensions & Investments (Study Support) in Fleet 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.
