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Senior Paraplanner & Client Service Lead

Job in Stansted Mountfitchet, Essex County, CM24, England, UK
Listing for: Jenson Fisher Consulting Ltd
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Accounting & Finance, Financial Services, Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A private wealth management firm in Stansted is looking for a Senior Client Manager/Paraplanner to support Advisers and Financial Planners. The successful candidate will be responsible for managing client relationships, preparing documentation, and ensuring compliance in financial planning services. Applicants should have at least 2 years of paraplanning experience and a certificate in financial planning. Competitive salary and benefits offered.
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Position Requirements
10+ Years work experience
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