Experienced Paraplanner Wanted for Financial Planning Company

1 day ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time
About the Role

Nigel James Associates Ltd is partnering with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join their team.

Key Responsibilities
  • Provide true paraplanning support, including full research and writing reports.
  • Perform pension switches, asset allocation, and trust work.
  • Support a team of Financial Planners in providing holistic advice to HNW clients.
About the Company

This company is a leading Financial Planning company in London, known for investing in people and providing a truly outstanding service to their clients.

Requirements
  • Relevant skills and experience in paraplanning.
  • Ability to work in a team environment.
  • Strong communication and interpersonal skills.


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