Wealth Planning Paraplanner

Financial Divisions

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through...

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Wealth Planning Paraplanner

Financial Divisions

Updated 4 hours ago
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England 📅 2026-04-12

About this role

A leading financial services firm in London is seeking a proactive Paraplanner to join their Wealth Management team. This role involves supporting advisers with high-quality wealth planning analysis, preparing reports, and guiding clients through onboarding.

About the Company

Financial Divisions is a reputable financial services firm based in London, specialising in wealth management.

Key Highlights

  • Support advisers with wealth planning analysis
  • Prepare detailed financial reports for clients
  • Guide clients through the onboarding process
  • Join a proactive and client-focused team
  • Work in a leading financial hub

💡 Honest Take: This position offers solid experience in wealth management, but be ready for a fast-paced environment. The firm focuses heavily on client satisfaction, which can lead to a demanding workload.

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