Paraplanner: Drive Client Reports & Cashflow Prep
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-01-07
Listing for:
evelyn Partners
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading financial services firm in the City of London seeks a talented Paraplanner to support Financial Advisers. This role involves preparing suitability reports, conducting research, and ensuring high-quality client advice. Candidates must hold a Financial Planning CII Level 4 qualification and have experience in paraplanning. Enjoy a competitive salary, hybrid working model, and a commitment to professional development within a diverse and inclusive team environment.
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