Job Description
Paraplanner
Salary up to £60k plus 2 x annual discretionary bonus and excellent benefits.
Location: London, Full-time, hybrid working.
Are you an analytically minded Paraplanner who thrives in a fast‑paced environment? Do you enjoy evaluating complex financial scenarios and helping shape high‑quality, compliant advice? This is an excellent opportunity to join a forward‑thinking organisation where your technical expertise will make a real impact on client outcomes.
About the Role
As a Paraplanner in our UK New Business team, you will analyse prospective clients’ financial arrangements and produce detailed recommendations relating to pension transfers, bond surrenders, investment taxation and overall suitability. Working closely with your Team Leader, you’ll play a key role in formulating asset‑allocation strategies and preparing clear, compliant suitab...
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