Financial Divisions is seeking a capable paraplanner to take ownership of technically accurate financial plans, cashflow models and reports for high-net-worth clients. You will work closely with the planning team to ensure high-quality advice and clear client understanding.
The role emphasizes hands-on training, development, and the opportunity to influence client outcomes by applying robust research and modern financial planning tools such as Voyant.
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Paraplanner — High-Impact, AI‑Aware Planning Firm in Poole 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.
