Financial Divisions in Edinburgh is seeking an experienced Paraplanner to join a team that supports High-Net-Worth and Ultra-High-Net-Worth clients. You will produce detailed suitability reports, perform technical research, and contribute to cashflow modelling and retirement planning alongside senior Advisers.
You'll be involved in client meetings, help deliver holistic wealth planning, and have clear paths to Senior Paraplanner, Technical Manager or Adviser roles within a supportive,
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Hybrid Paraplanner for HNW/UHNW Wealth Planning 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.
