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Paraplanner - Hybrid/flexible Working

2 months ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time
Paraplanner Role at Nigel James Associates Ltd

We are partnering with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner.

The company is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW clients.

As a Paraplanner, you will be responsible for providing true paraplanning support, including full research and writing reports. You will also perform pension switches, asset allocation, and trust work.

This is an opportunity to join one of the leading Financial Planning companies in London, which values investing in people and providing a truly outstanding service to their clients.

If you have the relevant skills and experience and are looking for a new opportunity, please apply.

About the Role:

  • Provide paraplanning support to a team of Financial Planners
  • Conduct full research and write reports
  • Perform pension switches, asset allocation, and trust work

About the Company:

Nigel James Associates Ltd is a leading recruitment agency partnering with top Financial Planning companies in London.