Wealth Planning Associate: Paraplanning & Client Support
Listed on 2026-09-18
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Reporting, Wealth Management
Canaccord Wealth is seeking a proactive Paraplanning Support professional to assist Planners with client onboarding, CDD, and diary management. You will perform paraplanning duties, prepare suitability reports, and maintain client records using XPlan and CRM systems, ensuring compliant, high-quality service.
You will develop technical knowledge, collaborate with Investment Managers, and progress toward FCA Certification, contributing to firm growth and excellent client outcomes.
We are seeking a motivated Wealth Planning Associate:
Paraplanning & Client Support to join Canaccord Wealth in England, United Kingdom.
Consider building your career as a Wealth Planning Associate:
Paraplanning & Client Support at Canaccord Wealth.
The Wealth Planning Associate:
Paraplanning & Client Support position in the Finance, Management & Operations field is open for applications.
We have an opening for a Wealth Planning Associate:
Paraplanning & Client Support in England, United Kingdom within Finance, Management & Operations.
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