Job Description
A leading independent advisory firm in Greater London is seeking a Wealth Planner (paraplanner) to support advisers in delivering high-quality financial advice. The role involves collaborating with Client Relationship Managers to develop tailored financial plans, providing technical analysis, and preparing client-specific documentation. Candidates should have a degree, be Level 4 qualified, and possess significant experience in a paraplanning capacity. Strong organizational skills and the ability to communicate complex matters effectively are essential. This is a unique opportunity to contribute to client outcomes in a dynamic team environment.