Vacancy Description
Paraplanner
Location: West End, London Working Pattern: 4 days in-office / 1 day flexible Salary: Competitive + benefits (dependent on experience)
The Company
A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. The firm specialises in delivering high-quality, tailored financial planning to HNW and UHNW clients, with a strong emphasis on long-term relationships and personalised advice.
The Role
We are seeking an experienced Paraplanner to support Financial Advisers in delivering holistic financial planning solutions. This is a technical, detail-oriented role suited to someone who enjoys working closely with advisers and playing a key part in the client journey.
You will be responsible for producing high-quality suitability reports, conducting research, and ensuring all recommendations are compliant and aligned with client objectives.
Key Responsibilities
Prepare det...
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