Senior Paraplanner (Financial Planner)

Overview

Role involves creating financial plans and owning the advice process within a specialist team.

Ideal candidate has ~5 years of experience and is Chartered or near Chartered in financial planning.

Locations

• United Kingdom, England, London

Requirements

• Chartered qualification required
• ~5 years of experience in financial advice
• Technical expertise in complex financial planning

Responsibilities

• Create financial advice
• Analyze client products
• Own planning projects
• Maintain advice standards
• Refine processes
• Support junior colleagues
• Collaborate with tech team

Benefits

• Competitive salary
• Bonus
• Pension
• Private medical
• Income protection
• Flexible working hours
• Wellness support
• Learning budget