Paraplanner – Established Financial Planning Firm | Northwest LondonA highly reputable and long-standing financial planning firm in Northwest London is looking to grow its technical team with the addition of an experienced Paraplanner. With over 40 years of success, the firm prides itself on building long-term, friendly, and relaxed relationships with both UK-based and international clients.This is a fantastic opportunity for a Level 4 diploma-qualified (or nearly qualified) Paraplanner to join a supportive and forward-thinking team. You’ll be responsible for technical research, cashflow modelling, and writing bespoke suitability reports tailored to client needs.You’ll also work closely with the investment team, contributing to the design and implementation of investment strategies aligned with individual and trustee objectives and risk profiles.What’s on offer :
Paraplanner • Golders Green, Greater London, United Kingdom