Wealth Planning Paraplanner – Cashflow & Reports in London

Wealth Planning Paraplanner – Cashflow & Reports in London

London Full-Time On-site
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Nedbank Private Wealth in London is seeking a Paraplanner to support the Wealth Planning team in delivering high-quality, compliant wealth planning advice to private clients. The role focuses on technical research, cashflow modelling, report writing, and supporting Wealth Planners throughout the planning process.

Operating in a tightly regulated environment, you will ensure advice is robust, accurately documented, and aligned to client objectives, while keeping up to date with regulatory changes

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Wealth Planning Paraplanner – Cashflow & Reports in London employer: Nedbank Private Wealth

Nedbank Private Wealth offers a dynamic and inclusive work environment where innovation thrives, making it an excellent employer for a Data Architect. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to collaborate with talented teams in the heart of the UK financial sector. The company's commitment to cutting-edge technology and a supportive culture ensures that your contributions will be valued and impactful.

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Contact Details:

Nedbank Private Wealth Recruitment Team