Financial Divisions is seeking a dedicated paraplanner to support the financial planning team. You will produce technically accurate financial plans, cashflow models and recommendation reports, while researching products and investments to back client advice.
The role focuses on high-net-worth clients across pensions, investments, protection and tax planning, with an emphasis on clarity and client understanding. Hands-on training and development are provided.
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Paraplanner | Holistic Wealth & Cashflow Specialist 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.
