More jobs:
Senior Paraplanner — Wealth Planning & Reporting Lead
Job in
City of Westminster, Central London, Greater London, England, UK
Listed on 2026-08-06
Listing for:
Nelson Scott LLP
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
Saltus Partners is seeking a Paraplanner to support the Advice Delivery Manager and the paraplanning team in delivering high-quality financial planning services.
Key duties include analysing client information and investments, performing tax calculations, preparing suitability reports, and running cashflow models for clients. The role requires excellent communication and problem-solving skills, with a focus on accuracy and timely delivery.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×