At a Glance
- Tasks: Collaborate with Senior Advisers and prepare strategic reports for high-net-worth clients.
- Company: Join a prestigious Chartered Financial Planning firm in the heart of London.
- Benefits: Hybrid working, clear pathways to Chartered status, and exposure to high-profile clients.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Gain hands-on experience in financial planning while making a real impact on client strategies.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 45000 - 55000 £ per year.
Financial Planning Today is seeking a Client-Facing Paraplanner to join a Chartered Financial Planning firm in City of London on a hybrid basis. You’ll work closely with Senior Advisers, attend meetings, prepare suitability reports and contribute to advice strategy for high-net-worth clients.
The role goes beyond report writing, offering meaningful client exposure, technical challenge across pensions, investments and protection, and clear pathways toward Chartered status within a collaborative environment.
Client-Facing Paraplanner: Strategic Advisory Lead employer: Financial Planning Today
Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.
