Financial Divisions near Leatherhead is creating a brand-new Paraplanner role within the client services team. You will handle end-to-end report writing on a range of financial products and act as a point of contact for clients.
The role supports advisers serving HNW and UHNW clients across Surrey, Sussex, Kent and London. You’ll study towards Level 4 diploma (CII/CISI/LIBF) with CPD and gain experience with Intelligent Office and Voyant cashflow tools.
#J-18808-LjbffrParaplanner – HNW Wealth Planning | £45k + Benefits employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
