Lead Paraplanner - Cashflow & Financial Planning
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-07-24
Listing for:
Your Resourcing Partner Ltd
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Financial Services
Job Description & How to Apply Below
We are recruiting for an experienced Paraplanner to work within a highly successful Principal Partner Practice of St. James’s Place Wealth Management based in Moorgate, London.
The Paraplanner will support the Financial Planner with research, analysis and the preparation of client financial plans and suitability reports. The ideal candidate will be fully CII/CISI diploma level qualified (DipPFS) or working towards it, with strong numeracy, IT skills and a professional client‑facing approach.
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