Senior Paraplanner - Client-Facing Financial Planning Lead
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-01-13
Listing for:
Artemis Recruitment Consultants Ltd
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading recruitment firm is seeking a Senior Paraplanner based in the City of London. The role involves analysing client portfolios and providing FCA-regulated advice on pension transfers and investment strategies. Responsibilities include conducting client discussions, preparing suitability reports, and collaborating with various departments to optimize client outcomes. Ideal candidates will have a university degree, Level 4 qualification preferred, and at least 3 years of experience in financial services, demonstrating strong analytical and detail-oriented skills.
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Position Requirements
10+ Years
work experience
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