Technical Paraplanner to Financial Adviser (Hybrid) in London

Technical Paraplanner to Financial Adviser (Hybrid) in London

London Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Prepare cashflow models, support advisers, and conduct product research for high-net-worth clients.
  • Company: Join a leading financial firm in the heart of London with a hybrid work model.
  • Benefits: Enjoy flexible working, career progression, and exposure to high-net-worth clients.
  • Other info: Dynamic team environment with opportunities for professional growth.
  • Why this job: Kickstart your career in finance with clear pathways to become a Financial Adviser.
  • Qualifications: Level 4 Diploma in Regulated Financial Planning and 3 years of paraplanning experience.

The predicted salary is between 40000 - 50000 Β£ per year.

Financial Divisions is seeking a Technical Paraplanner to join their team in the City of London. This role offers a hybrid working model with 3 days in the office and 2 days from home, providing exposure to high-net-worth clients. The successful candidate will work closely with Financial Advisers and will have clear pathways to progress into an Adviser role.

Responsibilities include:

  • Preparing cashflow modelling
  • Supporting advisers
  • Conducting product research

Candidates should possess a Level 4 Diploma in Regulated Financial Planning and have at least 3 years of paraplanning experience.

Technical Paraplanner to Financial Adviser (Hybrid) in London employer: Financial Divisions

Financial Divisions is an exceptional employer, offering a dynamic work culture that fosters collaboration and professional growth. With a hybrid working model in the vibrant City of London, employees benefit from a balanced work-life environment while gaining invaluable experience with high-net-worth clients. The company prioritises employee development, providing clear pathways for advancement into advisory roles, making it an ideal place for those seeking meaningful and rewarding careers in financial services.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Technical Paraplanner to Financial Adviser (Hybrid) in London

Cashflow Modelling
Product Research
Level 4 Diploma in Regulated Financial Planning
Paraplanning Experience
Client Relationship Management
Financial Analysis
Communication Skills