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Senior Paraplanner – London/Hybrid – £45k‑£55k + bonus

Financial Divisions · London

Hybrid Senior 45,000 - 55,000 GBP/year 🇬🇧 English

Job description

About the role

Financial Divisions, an established wealth‑management firm in the heart of London, is seeking an experienced Senior Paraplanner. The role offers a clear route to becoming a Financial Adviser while working on high‑net‑worth client portfolios.

Key responsibilities

  • Provide end‑to‑end paraplanning support across pensions, investments, tax, retirement and inheritance tax planning.
  • Prepare detailed recommendations, reports and client review documentation.
  • Model cash‑flow scenarios and assist advisers in moving new business efficiently.
  • Maintain client contact and ensure compliance with regulatory standards.

Required profile

  • Diploma‑qualified (e.g., Diploma in Financial Planning).
  • Strong technical knowledge of pensions and investments.
  • Experience of direct client contact.
  • Understanding of cash‑flow modelling; experience with Voyant is advantageous.

Required skills

  • Pensions knowledge
  • Investments knowledge
  • Cash‑flow modelling
  • Voyant software (preferred)

What we offer

  • Competitive salary £45,000‑£55,000 plus bonus and benefits.
  • Collaborative team of seasoned paraplanners and advisers.
  • Modern office with pool table, free coffee and hybrid working.
  • Pod‑style training, support and immediate client exposure from day one.

Questions fréquentes

Le salaire proposé pour ce poste est de 45-55k GBP par an. Le détail figure dans l'annonce.
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Published 2 months ago

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Financial Divisions

London