Senior Paraplanner | Client‑Focused Financial Planning
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-13
Listing for:
Tate Recruitment
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A leading recruitment agency is seeking a Senior Paraplanner to join a dynamic team in Canary Wharf. This full-time position involves delivering FCA regulated advice, conducting client fact-finding discussions, and collaborating with various departments to enhance client outcomes. Ideal candidates will have over 3 years in financial services, a relevant degree, and the CII Diploma. The role follows a hybrid working model and offers a competitive salary package including bonuses and extensive benefits.
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Position Requirements
10+ Years
work experience
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