At a Glance
- Tasks: Support advisers by preparing reports, running cashflow models, and building client relationships.
- Company: Dynamic financial division in Greater London focused on wealth management.
- Benefits: Hybrid work model, mentoring opportunities, and clear career progression.
- Other info: Join a supportive team dedicated to your professional growth.
- Why this job: Kickstart your wealth management career with hands-on experience and expert guidance.
- Qualifications: Diploma-qualified with a passion for finance and strong communication skills.
The predicted salary is between 49500 - 60500 £ per year.
Financial Divisions in Greater London is seeking a Diploma-qualified Paraplanner to advance your wealth management career.
You will work closely with a small team of advisers, delivering high-quality paraplanning support and building strong client relationships.
You will prepare suitability reports, run cashflow modelling, review risk profiles, assist with onboarding, and act as a technical specialist while upholding compliance and service standards.
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Paraplanner - Wealth Management | Hybrid, Mentoring & Career Path 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.
