Wealth Planning Paraplanner | Client-Focused Support

A leading Wealth Management firm in Greater London is seeking a Paraplanner to support Wealth Managers in the administrative management of client portfolios.

Read all the information about this opportunity carefully, then use the application button below to send your CV and application.

The ideal candidate will have a minimum of 2 years’ experience in a similar role, a Financial Planning Diploma, and strong communication skills.

Responsibilities include preparing client recommendations, managing client files, and running performance reports. xwzovoh

This position requires interacting with clients and staff in a fast-paced environment.…