We are currently recruiting for Family Office based in the West End who are looking for a Paraplanner to join their team. They are looking for a Paraplanner who has completed the Level 4 Diploma.

Position Summary:

This a growing business, with a small, close knit team with an excellent working environment and culture. This position will work in collaboration with the Financial Adviser, Client Manager and other colleagues, you will assist in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. The role will involve promoting the company’s services in a professional and FCA compliant manner.

Core Duties & Responsibilities: