An established wealth management and financial planning firm in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. This is a fantastic opportunity for a detail-driven financial professional looking to develop their career with full support for professional qualifications.

Role & Responsibilities

As a Paraplanner, you will provide essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.

• Preparing reports, recommendation letters, and compliant advice documents
• Conducting technical calculations (Inheritance Tax, CGT, carry forward etc.)
• Creating and presenting cashflow models using Voyant software
• Supporting advisers with client meeting preparation and attending meetings where required
• Producing detailed file notes and identifying planning requirements for annual reviews
• Managing...