Financial Divisions is seeking a technically strong paraplanner to work alongside the financial planning team. You will produce compliant financial plans, cashflow models and reports, while conducting product and investment research and preparing meeting documentation.
Proficiency in Voyant and Xplan, and a Dip PFS or progress toward Chartered status, are preferred. A minimum of two years paraplanning experience is required, with a focus on clarity and client understanding.
#J-18808-Ljbffr
Paraplanner for High-Impact 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.
