Description:

We are seeking an experienced Paraplanner to join a well respected organisation based in London

You will receive an excellent salary and package for this position.

To be considered for this role you will need Level 4 Diploma in Regulated Financial Planning

As a Paraplanner, you will play a key role in supporting financial advisers by providing technical expertise, conducting research, and preparing client recommendations. You will be aligned with specific advisers, although this may change in line with business needs.

Key Responsibilities

The role requires strong technical knowledge, attention to detail, and the ability to manage multiple cases efficiently.

Duties include the following.

• Liaise closely with advisers, including participating in regular case update meetings

• Provide technical support to advisers and colleagues, including assistance with calculati...