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Wealth Planning Paraplanner | Client-Facing & CPD

Job in Greater London, London, Greater London, EC1A, England, UK
Listing for: Schroders
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Planning Paraplanner | Client-Facing & CPD Growth
Location: Greater London

A global investment manager is seeking a Paraplanner to join their Wealth Planning team. You will support Wealth Planners in managing client needs and ensure a high level of service. The role requires experience in financial services, strong analytical skills, and a Level 4 qualification in financial planning. Ideal candidates will possess solid interpersonal skills and a keen interest in wealth management.

The position offers a dynamic environment to hone your professional capabilities.
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