Paraplanner

New Yesterday

✨ Paraplanner — Chartered / Almost Chartered Location: (Insert location / hybrid / remote) Salary: Competitive + bonus + study support + excellent benefits
Clear progression | High-quality clients | Supportive culture Are you a technically strong Paraplanner who genuinely loves getting under the skin of complex financial planning… but also wants to feel valued, supported, and part of a team that really cares about doing things properly?
If you’re Chartered or close to Chartered (AF exams underway or nearly complete) — this could be a brilliant next step.
The Opportunity You’ll join a respected, forward-thinking Wealth Management firm supporting highly qualified Financial Planners with true end-to-end financial planning — not just report writing. You’ll be involved in: ✔️ Detailed cashflow modelling ✔️ Technical research & analysis ✔️ Producing high-quality suitability reports ✔️ Attending/planning client meetings (where desired) ✔️ Working collaboratively with Advisers & Admin teams ✔️ Helping deliver outstanding client outcomes Your voice will matter. You’ll ...
Location:
London
Job Type:
FullTime
Category:
Accounting & Finance

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