Wealth Paraplanner - Hybrid, Mentoring & CFP Sponsorship

Wealth Paraplanner - Hybrid, Mentoring & CFP Sponsorship

Full-Time 33075 - 40425 Β£ / year (est.) Home office (partial)
Financial Divisions

At a Glance

  • Tasks: Provide tailored paraplanning support for private clients and collaborate with advisers.
  • Company: Join a supportive financial team that values your growth and development.
  • Benefits: Hybrid work model, mentoring opportunities, and CFP sponsorship.
  • Other info: Gain exposure to complex client needs in a collaborative environment.
  • Why this job: Build a rewarding career while making a real difference in clients' financial lives.
  • Qualifications: Diploma-qualified with a passion for wealth planning and client support.

The predicted salary is between 33075 - 40425 Β£ per year.

Financial Divisions is seeking a Diploma-qualified Paraplanner to join a collaborative and supportive team. You will work directly with a small number of advisers, gaining exposure to a broad range of complex client needs and building a long-term career within a business that genuinely invests in its people.

You will provide comprehensive paraplanning support across a portfolio of private clients, ensuring wealth planning recommendations are clear, compliant, and tailored to individual client.

Wealth Paraplanner - Hybrid, Mentoring & CFP Sponsorship 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 Wealth Paraplanner - Hybrid, Mentoring & CFP Sponsorship

Diploma in Financial Planning
Paraplanning Support
Wealth Planning
Client Needs Assessment
Compliance Knowledge
Tailored Recommendations
Collaboration Skills