Client-Facing Paraplanner for Financial Planning

Client-Facing Paraplanner for Financial Planning

Full-Time On-site
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A respected financial planning firm in London is looking for a talented Paraplanner. In this client-facing role, you will analyze client needs, attend meetings, and build relationships while supporting financial planners. The ideal candidate will have a strong understanding of financial planning and investment products, along with experience in client interaction. This position offers a competitive salary and opportunities for professional growth. #J-18808-Ljbffr

Client-Facing Paraplanner for Financial Planning employer: Orla Rose Associates

Join a dynamic Operations team in London where your expertise in reconciliations and transaction reporting will be valued and nurtured. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering opportunities for skill enhancement and career advancement within the financial services sector. With a strong commitment to regulatory compliance and operational excellence, we provide a supportive environment that empowers our employees to thrive and make a meaningful impact.

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Contact Details:

Orla Rose Associates Recruitment Team