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Paraplanning Professional

2 months ago

London, Greater London, United Kingdom Nigel James Associates Ltd Full time

Job Opportunity

Nigel James Associates Ltd is seeking an experienced Paraplanner to join their team in London. The successful candidate will provide high-quality paraplanning support to a team of Financial Planners, working with HNW clients to deliver holistic advice.

Key Responsibilities

  • Provide true paraplanning support, including full research and report writing.
  • Perform pension switches, asset allocation, and trust work.
  • Work closely with experienced Administrators to ensure seamless support.

Requirements

  • Minimum 2 years of experience in paraplanning support.
  • Diploma (Level 4) qualification in a relevant field.

Why This Opportunity?

This is a chance to join a leading Financial Planning company in London, known for its excellent reputation and culture. The company invests in its people and strives to deliver outstanding service to clients.