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Wealth Planning Paraplanner | Report Specialist
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2025-12-30
Listing for:
Jenson Fisher Consulting Ltd
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A prestigious wealth management firm is seeking a Paraplanner to join its Wealth Management division. The role involves assisting Wealth Managers by producing wealth planning reports and ensuring effective client communication. Candidates should have a degree, DipPFS, and at least a year of experience in financial report writing. The firm values innovative service delivery and prides itself on personal client interactions.
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