Advancing People Ltd. is recruiting an experienced Paraplanner to join a well-established financial planning practice. The role offers full-time permanent employment with remote work and occasional travel, supporting the adviser and team in delivering compliant client-focused solutions.
You will analyse client needs, research products, and prepare suitability reports, illustrations and reviews. A Level 4 Diploma in Financial Planning or progress toward it is preferred.
#J-18808-Ljbffr
Remote Paraplanner - Financial Planning Specialist in City of London employer: Advancing People Ltd
Advancing People is an exceptional employer, offering a supportive and professional environment for Paraplanners seeking to thrive in their careers. With the flexibility of remote work and occasional travel, employees benefit from a strong focus on client service, comprehensive training, and opportunities for personal and professional growth within a well-established financial planning practice. The company values its team members, fostering a culture of collaboration and excellence that empowers individuals to deliver high-quality financial solutions.
