Paraplanner – Regulated Financial Planning & Portfolio Advice
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Fisher Investments
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Accounting & Finance, Financial Services
Job Description & How to Apply Below
A leading investment firm in Greater London is seeking a Paraplanner to analyze client portfolios and provide regulated investment advice. Responsibilities include formulating asset allocation recommendations and leading training sessions. Qualifications required are a University degree, Level 4 Qualification, and 3+ years of financial services experience. Competitive benefits include comprehensive health plans, paid leave, and retirement contributions, all in a team-focused environment.
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