This job is no longer available
This job expired on 02/10/2026. It no longer accepts applications.
Senior Paraplanner – London/Hybrid – £45k‑£55k + bonus
Financial Divisions · London
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.
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Financial Divisions
London
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