Client-Facing Paraplanner: Strategic Advisory Lead

Client-Facing Paraplanner: Strategic Advisory Lead

Full-Time No working from home possible
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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,

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Contact Details:

Financial Planning Today Recruitment Team