Experienced Paraplanner for Financial Adviser

3 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time
Technical Paraplanning Support Opportunity

We are seeking an experienced paraplanner to provide full technical support to a financial adviser who is at a pivotal point of growth.

Key Responsibilities:

  • Support the principal partner of the firm across high net worth clients
  • Attend client meetings with the adviser and action all post-meeting paraplanning requirements
  • Full ownership of the end-to-end paraplanning cycle, including cashflow modelling, report writing, and providing recommendations

What We Offer:

  • Superb opportunity for a diploma-qualified paraplanner with a working knowledge of SJP processes and systems
  • Hybrid working pattern with 3 days in the office
  • Excellent career opportunity to grow technical skills and progress career

Please send your CV to Camilla Howden for consideration.


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