Gradbay Limited in London is seeking a motivated Paraplanner to join its high-performing, collaborative team. The role provides essential technical and research support to the financial planning team while maintaining the highest standards of compliance and client service.
You will prepare reports and documents, conduct tax calculations, build cashflow models in Voyant, and assist with liaising with clients and advisers. Full support toward industry qualifications is offered.
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London Senior Paraplanner – Wealth Planning Expert in City of Westminster employer: Gradbay Limited
Gradbay Limited is an exceptional employer that prioritises the growth and development of its employees, offering a dynamic work culture where collaboration and innovation thrive. Located in the heart of the United Kingdom, we provide comprehensive training and support for early-career professionals, ensuring they have the tools needed to succeed in their roles. With a strong emphasis on client success and service excellence, our team enjoys a rewarding environment that fosters meaningful relationships and career advancement opportunities.
