Paraplanner - Hybrid/flexible Working

2 days ago


London, Greater London, United Kingdom Nigel James Associates Ltd Full time
Paraplanner Job Description

Nigel James Associates Ltd is 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.

Key responsibilities include:

  • Providing paraplanning support to Financial Planners
  • Conducting full research and writing reports
  • Performing pension switches, asset allocation, and trust work

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



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