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Wealth Planning Paraplanner – Cashflow & Reports
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-08-09
Listing for:
Nedbank Private Wealth
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services, Financial Analyst
Job Description & How to Apply Below
Nedbank Private Wealth in London is seeking a Paraplanner to support the Wealth Planning team in delivering high-quality, compliant wealth planning advice to private clients. The role focuses on technical research, cashflow modelling, report writing, and supporting Wealth Planners throughout the planning process.
Operating in a tightly regulated environment, you will ensure advice is robust, accurately documented, and aligned to client objectives, while keeping up to date with regulatory changes
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