financial planning paraplanner

1 week ago


London, Greater London, United Kingdom Financial Divisions Full time £55,000
Job Description TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)
London- hybrid working pattern ( 2 days in Office)
To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status.

My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with an excellent client base where their staff are supported well, all with an individual career development programme.

You will be supporting one of their high achieving and longest serving Financial Advisers
**Enjoy developing your technical paraplanning skills with -some cases in excess of £20m investable assets

  • Excellent opportunity to progress further to achieve Chartered Status for which study support is provided.
  • Assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning.
  • To discuss this amazing career opportunity in more detail please contact Camilla Howden on .


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