Financial Divisions in Bristol (Hybrid) is seeking an experienced Paraplanner to join its growing team. The role focuses on the technical side of financial planning and supporting Financial Planners on a varied range of client cases.
You will prepare suitability reports, conduct research into pensions, investments and tax planning, use cashflow modelling to illustrate scenarios, and help develop planning solutions.
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Senior Paraplanner (Hybrid) — Chartered Path & Growth 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.
