Paraplanner / Technical Administrator

26 Days Old

Lifestyle Paraplanner / Technical Administrator North London | Hybrid Working An established, independent financial planning firm in North London are looking to appoint an experienced Lifestyle Paraplanner / Technical Administrator as part of its continued growth. This is a career paraplanner opportunity within a modern, dynamic business that combines professional standards with a relaxed, collaborative culture. The business Circa 140 client households Around 25 new clients onboarded each year Affluent, relationship-led client base High-touch financial planning model Quality of advice and client outcomes sit at the centre of everything. The opportunity Working closely with the advice team, you will support two Chartered Financial Planners, one of whom is the Managing Director and a newly qualified Financial Planner / Relationship Manager. You will take ownership across paraplanning and technical delivery while also supporting some general administration within a small, team-focused environment. You will be involved in the full advice process, attending meetings, supporting client delivery, and helping maintain high standards across the business. As the firm grows, there will be an opportunity to help build out the paraplanning function, taking increasing responsibility and in...
Location:
London
Salary:
£60,000
Job Type:
FullTime
Category:
Admin, Office, Secretarial & PA

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