We are recruiting for an experienced Paraplanner to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.
The Paraplanner will support the Financial Planner with research, analysis and the preparation of client financial plans and suitability reports. The ideal candidate will be fully CII/CISI diploma level qualified (DipPFS) or working towards it, with strong numeracy, IT skills and a professional client‑facing approach.
#J-18808-LjbffrLead Paraplanner - Cashflow & Financial Planning employer: Your Resourcing Partner Ltd
Join a prestigious wealth management practice in the heart of the City of London, where you will not only provide high-quality technical support but also mentor and develop junior colleagues. With a commitment to professional growth, this role offers ongoing development opportunities and a clear pathway to leadership within a client-focused environment. Enjoy a competitive salary, generous annual leave, and the chance to be part of a dynamic team dedicated to delivering exceptional client experiences.
Contact Details:
Your Resourcing Partner Ltd Recruitment Team
