Senior Paraplanner: Pension & Investment Advisory

A global financial services firm in Greater London is seeking a Senior Paraplanner to analyse client portfolios and provide FCA regulated advice on investments. The role entails client interactions, fact-finding discussions, and preparing suitability reports. Ideal candidates will have at least 3 years of experience in financial services and relevant qualifications in financial planning. The firm offers competitive benefits, including health coverage and a pension plan, within a collaborative team environment. #J-18808-Ljbffr