Senior Paraplanner — Client-Focused Financial Lead

A financial services firm in Greater London is seeking a Senior Paraplanner to analyze client portfolios and provide FCA regulated advice on various financial matters. You will be involved in fact-finding discussions, writing suitability reports, and presenting advice to clients. The ideal candidate will have a University degree, level 4 financial planning qualifications, and at least 3 years of experience in financial services. This is a full-time in-office role offering a range of benefits including enhanced health plans and a retirement pension plan. #J-18808-Ljbffr