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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Client-Facing Paraplanner: Strategic Advisory Lead in London 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.
