Senior Paraplanner - Client-Facing Financial Planning Lead

A leading recruitment firm is seeking a Senior Paraplanner based in the City of London. The role involves analysing client portfolios and providing FCA-regulated advice on pension transfers and investment strategies. Responsibilities include conducting client discussions, preparing suitability reports, and collaborating with various departments to optimize client outcomes. Ideal candidates will have a university degree, Level 4 qualification preferred, and at least 3 years of experience in financial services, demonstrating strong analytical and detail-oriented skills.