Senior Advice Support Associate

2 days ago


London, Greater London, United Kingdom Financial Planning Firm Full time

Our Financial Planning Firm is looking for a highly skilled Paraplanner to join its team in London. In this key role, you will play a vital part in providing expert financial planning services to clients, working closely with Senior Financial Advisers to ensure seamless support throughout the process.

Responsibilities:

You will be responsible for conducting thorough research and analysis to create detailed reports, as well as gathering necessary information and product details to inform your recommendations. Additionally, you will prepare and review client portfolios, including Drawdown Pensions, to ensure alignment with their financial goals.

We are seeking an organised and motivated individual with excellent IT skills and a keen eye for detail. If you're passionate about delivering exceptional results in a dynamic environment, we'd love to hear from you

Package Includes:
  • Salary: up to £55,000 per annum
  • Flexible working arrangements (hybrid model) post-probation
  • HNW clients
  • Market-leading benefits package, including flexible benefits and pension scheme
  • Ongoing professional development opportunities
  • Innovative and supportive paraplanning team


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