At a Glance
- Tasks: Support Financial Advisers and HNW clients with complex planning scenarios.
- Company: Reputable financial firm dedicated to employee development.
- Benefits: Hybrid work model, career advancement, and exposure to high-value clients.
- Other info: Join a supportive team focused on your professional growth.
- Why this job: Enhance your skills while making a real difference for clients with significant assets.
- Qualifications: Diploma in financial planning and strong analytical skills.
The predicted salary is between 37800 - 46200 £ per year.
Financial Divisions in the United Kingdom is seeking a Diploma-qualified Paraplanner to support a select group of Financial Advisers and High Net Worth clients, with investable assets over £7 million.
You will gain exposure to complex planning scenarios while developing your technical expertise and advancing your long-term career within a firm that truly invests in its people.
You will produce suitability reports, cashflow models, review risk profiles, and contribute to the full client journey.
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Paraplanner - Hybrid Wealth Planning for HNW Clients 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.