fs talent is partnered with a well-established London HQ Wealth Management firm to recruit a Paraplanner. You will support Financial Planners, prepare for client meetings, review fact finds and research products to inform recommendations.
Role involves drafting suitability reports, assisting with pensions and investments, and contributing to cashflow modelling and regulatory compliance. Strong written and numerical skills are essential.
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Technical Paraplanner for Wealth Planning & Advice employer: fs talent
Join a dynamic fintech that prioritises innovation and employee development, offering a hybrid working model that promotes work-life balance. With a strong focus on shaping the future of risk management, you'll have the opportunity to influence strategic decisions while benefiting from a collaborative culture that values your expertise and growth. Located in London, this role provides access to a vibrant professional network and the chance to be part of an exciting transformation journey.
