Technical Paraplanner Lead

18 hours ago


London, Greater London, United Kingdom Jenson Fisher Full time

We are seeking a highly skilled Technical Paraplanner Lead to join our team at Jenson Fisher. As a key member of our Technical Team, you will work closely with our Financial Planners to provide technical support and guidance on client matters. The successful candidate will have 3-5 years' experience in a paraplanning capacity and chartered status (or very close to achieving).

The ideal candidate will have excellent communication skills and be able to interpret complex data and provide recommendations accordingly. Key responsibilities include drafting client reports, attending client meetings, and communicating with clients by phone, email, and letter.

We offer a competitive salary range of £65,000 - £75,000 and a hybrid working arrangement in Central London. Our company offers exceptional financial planning for medical professionals, and we are committed to excellence in our advisory process.



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