Are you an ambitious Paraplanner ready to take your career to the next level? Do you want to join a dynamic, Chartered Financial Planning firm that invests in you with structured training and a clear path to becoming an IFA?
A prestigious and forward-thinking financial planning firm in New Malden is seeking a talented Paraplanner to join their collaborative, client-centric team. This is not just another support role — it’s your gateway to an exciting long-term career in wealth management.
What’s in it for you?
Career progression : A clear route to becoming a Financial Adviser with full training and support along the way.
Ongoing development: Full funding for further qualifications and access to industry-leading tools and resources.
Hybrid working: Enjoy flexibility with a balance of office and remote working.
Chartered environment: Join a respected and ethical firm committed to high standards and client success.
As a Paraplanner, you will:
Collaborate with financial advisers to build tailored, compliant, and client-friendly suitability reports.
Research a wide range of financial planning areas, including investments, pensions, protection, and tax strategies.
Ensure accuracy and compliance in client documentation and CRM records.
Support advisers wit...
#J-18808-Ljbffr
A prestigious and forward-thinking financial planning firm in New Malden is seeking a talented Paraplanner to join their collaborative, client-centric team. This is not just another support role — it’s your gateway to an exciting long-term career in wealth management.
What’s in it for you?
Career progression : A clear route to becoming a Financial Adviser with full training and support along the way.
Ongoing development: Full funding for further qualifications and access to industry-leading tools and resources.
Hybrid working: Enjoy flexibility with a balance of office and remote working.
Chartered environment: Join a respected and ethical firm committed to high standards and client success.
As a Paraplanner, you will:
Collaborate with financial advisers to build tailored, compliant, and client-friendly suitability reports.
Research a wide range of financial planning areas, including investments, pensions, protection, and tax strategies.
Ensure accuracy and compliance in client documentation and CRM records.
Support advisers wit...
#J-18808-Ljbffr
