Wild Berry Associates is a growing financial planning business in Greater London seeking an experienced Paraplanner to support Financial Planners across pensions, investments, protection, tax planning and estate planning. You will produce high-quality suitability reports, assist with cashflow forecasting, and liaise with providers to progress cases.
Ideal candidates will have DipPFS or equivalent, Paraplanning experience in Financial Planning or IFA, and strong technical knowledge of pensions,
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Senior Paraplanner: Wealth Planning & Technical Research 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.
