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Experienced Paraplanner

2 months ago

London, Greater London, United Kingdom Financial Divisions Full time

Exceptional Opportunity for a Paraplanner in a Thriving Financial Services Business

Due to a significant increase in referrals and recommendations, our client, a well-established financial services business, is at a pivotal point in their growth and is seeking an experienced SJP Diploma Qualified Paraplanner to join their support team. The business takes pride in its reputation for providing exceptional support to both clients and staff, creating a happy and highly rewarding environment.

Key Highlights of the Opportunity

  • Superb opportunity for a Diploma Qualified Paraplanner with a working knowledge of SJP processes and systems
  • Practice works with a large client base, offering diversity in cases and technical exposure
  • Support the financial planners across high net worth clients
  • Business prioritizes providing a service of excellence to maintain client retention
  • Full ownership of the end-to-end paraplanning cycle, including cashflow modeling, report writing, and providing recommendations
  • Excellent career opportunity to grow technical skills and progress in your career
  • Flexible working arrangements, including office-based, hybrid, or remote options

About the Role

This is a fantastic opportunity for a skilled paraplanner to join a dynamic team and contribute to the growth and success of the business. If you are a motivated and experienced paraplanner looking for a new challenge, please apply.