Paraplanner — Hybrid, Client Journey & Report Specialist
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-08-04
Listing for:
Julie Rose Recruitment
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
Julie Rose Recruitment is seeking a Paraplanner in Greater London to support the Financial Adviser throughout the client journey and prepare suitability reports to target deadlines.
The role requires a Level 4 Financial Planning Diploma (or working towards) with at least 12 months in a Paraplanner role. Salary is £40,000–£50,000 per annum and the position is full-time with hybrid working patterns. You will research and compare financial products and ensure compliance with paperwork.
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