Senior Paraplanner - Complex HNW Pension & Trusts

Senior Paraplanner - Complex HNW Pension & Trusts

Full-Time 50000 - 65000 Β£ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Deliver sophisticated paraplanning for high-net-worth clients in pensions and trusts.
  • Company: Join a boutique wealth team in London with a focus on technical expertise.
  • Benefits: Hybrid working, sponsorship for Chartered status, and competitive salary.
  • Other info: Collaborative environment with opportunities for career advancement.
  • Why this job: Make a real impact in wealth management while developing your professional skills.
  • Qualifications: Experience in paraplanning and knowledge of pensions and trusts required.

The predicted salary is between 50000 - 65000 Β£ per year.

Financial Divisions is recruiting a Senior Paraplanner for its London-based wealth team.

You will own and deliver sophisticated paraplanning work for high-net-worth clients, collaborating with senior advisers in a boutique, technical environment.

The role focuses on pensions, trusts and estate planning with advanced cashflow modelling. Hybrid working is available, and sponsorship toward Chartered status is offered.

#J-18808-Ljbffr

Senior Paraplanner - Complex HNW Pension & Trusts 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 Senior Paraplanner - Complex HNW Pension & Trusts

Paraplanning
Pensions Knowledge
Trusts Expertise
Estate Planning
Cashflow Modelling
Collaboration Skills
Technical Proficiency