Wealth Planning Paraplanner: Client Portfolio Support

A financial services company in Greater London is seeking a Paraplanner to support Wealth Managers by managing client portfolios and providing high-quality client service. The successful candidate will have at least 2 years of experience in a similar role, strong communication skills, and proficiency in MS Office Suite. Responsibilities include preparing performance reports, gathering relevant documents for client meetings, and ensuring compliance with guidelines. This role demands attention to detail and the ability to work under pressure. #J-18808-Ljbffr