At a Glance
- Tasks: Conduct technical research and analysis to support client-focused financial plans.
- Company: Client-centred financial planning firm in the heart of London.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a dedicated team with opportunities for personal and professional growth.
- Why this job: Shape impactful financial strategies while building meaningful client relationships.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 41850 - 51150 £ per year.
Capital Asset Management, a client-centred financial planning firm in the City of London, is seeking a Paraplanner to join a dedicated pod with a Financial Planner and Client Services Administrator.
You will own technical research, analysis and report-writing that underpins every piece of advice, while building meaningful relationships with clients.
This role invites client meetings, involvement in planning strategy, and development of your technical expertise and client skills.
#J-18808-Ljbffr
Senior Paraplanner: Shape Client-Focused Financial Plans employer: Capital Partners
At Capital Asset Management, we pride ourselves on being an excellent employer by fostering a collaborative and client-focused work culture in the heart of the City of London. Our team-oriented environment encourages professional growth through continuous learning opportunities and meaningful client interactions, making it an ideal place for those looking to advance their careers in financial planning while building lasting relationships.
