Are you a detail-driven Paraplanner with a passion for high-quality financial planning? Join a respected, forward-thinking wealth management firm known for delivering bespoke financial advice to high-net-worth individuals. You’ll play a key role in supporting experienced Financial Planners with research, analysis, and complex report writing. Expect a collaborative culture, exposure to diverse planning scenarios, and opportunities for progression.
What you’ll bring: ? CII PFS Diploma (or working towards it) ? Experience in an advisory or investment management setting ? A sharp eye for detail and top-tier problem-solving skills ? Strong communication and tech-savviness This is more than a Paraplanner role—it’s a career move.
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