career paraplanner

2 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time
Job Description

Ref CH/HC

CAREER PARAPLANNER

Stevenage -2 days in the office

To £45k, great atmosphere, wonderful team, and opportunity for career development

Excellent opportunity to join an established, well respected independent Financial Planning firm where you will be welcomed into this professional and sociable team. As part of a Paraplanning team you will have the opportunity to gain exposure to a variety of cases acting as a point of contact for many HNW Clients.

Opportunity Highlights

** Perfect opportunity for a Diploma Qualified Paraplanner

** Candidates close to achieving qualified status will also be considered and study support will be offered.

** Current Paraplanning experience essential.

** Exposure to report writing, illustrations, research and cashflow modelling.

** Opportunity to attend Client meetings and become point of contact for higher net worth clients.

** Excellent exposure to complex technical cases for experienced Paraplanners

** Benefits include DIS, Pension, hybrid working, study support including time off, mentoring programme and healthcare plan.

For further information, please contact Camilla Howden on


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