At a Glance
- Tasks: Engage with clients, support directors, and create detailed financial reports.
- Company: Dynamic financial planning firm located in the heart of London.
- Benefits: Full-time role with flexible hours and a supportive team environment.
- Other info: Opportunity for career growth in a vibrant office setting.
- Why this job: Join a leading firm and make a real difference in clients' financial futures.
- Qualifications: Experience in wealth management and strong Excel skills required.
The predicted salary is between 45000 - 55000 £ per year.
Financial Planning Today in London is seeking an experienced office-based professional with direct wealth/IF A experience.
The role involves client liaison, reporting, and support to directors, with a strong focus on Excel skills and initiative.
Candidates should have a mature CV in wealth/investment/pension areas and a track record in central London offices.
The position is full-time, office-based at Chancery Lane with a pro rata option for shorter days.
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Senior Paraplanner - Wealth/IFA, London Office 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.
