Senior Paraplanner – Wealth Planning & Analysis in City of Westminster

Senior Paraplanner – Wealth Planning & Analysis in City of Westminster

City of Westminster Full-Time No working from home possible
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Wild Berry Associates is seeking an experienced Paraplanner to support the financial planning team, delivering technical research across pensions, investments, protection, tax planning and estate planning to craft tailored client solutions.

You will work closely with Financial Planners, analyse data, maintain client records, and help deliver compliant, client-focused advice while pursuing ongoing professional development.

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Senior Paraplanner – Wealth Planning & Analysis in City of Westminster employer: Wild Berry Associates

Join a dynamic and supportive team in the heart of London as a Receptionist, where you'll play a crucial role in ensuring the smooth operation of a busy office. With a focus on professional development and a welcoming work culture, this temporary position offers the chance to enhance your skills while providing exceptional service to staff, visitors, and students. Enjoy the benefits of a central location, a varied role, and the potential for contract extension in a fast-paced environment that values teamwork and proactive contributions.

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Contact Details:

Wild Berry Associates Recruitment Team