This job is in your area. Enjoy a short commute and work close to home.
Job Description
There are over 200 live vacancies in the London area for paraplanners, but this particular one is a rather niche opportunity with a High Net Worth Specialist IFA in prestigious City of London offices.
Paraplanner - London (near Bank)
Up to Β£60,000
Hybrid working
Are you an experienced Paraplanner looking to join a forward-thinking wealth management firm in the heart of the City? This is a fantastic opportunity to become part of a collaborative and growing team, working closely with Financial Advisers to deliver client-focused advice.
The Role
Based centrally, you will support two Advisers across the full advice process, from research and report writing through to recommendations and client reviews. You'll play a key role in ensuring suitability reports are technically robust and compliant, while helping to deliver an exceptional client experience.
Key Responsibilities
- Preparing detailed suitability rep...