fs talent is partnering with a fast-growing independent wealth management firm managing approximately £2 billion in assets. We are seeking a Paraplanner to support Financial Planners and the Client Services team in delivering high-quality advice and service to high-net-worth individuals.
The role focuses on producing suitability reports, researching solutions, cashflow modelling and ensuring compliant documentation within deadlines, with a clear path to Level 4 Diploma progress.
#J-18808-LjbffrWealth Planning Paraplanner – Technical & Career Growth employer: fs talent
As a leading financial services organisation based in London, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our hybrid work model offers flexibility, while our commitment to compliance and innovation ensures that you will be at the forefront of the FinTech industry, making a meaningful impact in a rapidly evolving market.
