Paraplanner - Hybrid Wealth Planning for HNW Clients

Paraplanner - Hybrid Wealth Planning for HNW Clients

Full-Time 37800 - 46200 £ / year (est.) Home office (partial)
Financial Divisions

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.

#J-18808-Ljbffr

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.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace Paraplanner - Hybrid Wealth Planning for HNW Clients

Diploma in Financial Planning
Suitability Report Production
Cashflow Modelling
Risk Profile Review
Client Relationship Management
Technical Expertise in Wealth Planning
Complex Planning Scenario Analysis