Job Description Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm. Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes. Conduct technical and product research across a range of financial planning areas Produce high-quality suitability reports and recommendation documentation Assist with cashflow forecasting and financial planning analysis Support the delivery of compliant, client-focused financial advice Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment Strong technical knowledge of pensions, investments, taxation, trusts, and protection Excellent analytical, organisational, and report-writing skills Experience with Voyant, FE Analytics, or similar software would be advantageous Competitive salary ~25 days holiday plus bank holidays ~ Private medical insurance ~ Employer pension contributions ~ Enhanced parental leave ~ Long-term career progression opportunities ~ If you're looking to join a respected financial planning firm where your technical expertise will be valued and your professional development supported, we'd love to hear from you. Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation.
Paraplanner (Pensions Management) 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.
