Paraplanner: Financial Planning & Report Specialist
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-15
Listing for:
Close Brothers Group
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services provider in Greater London is seeking a Financial Planner to discuss client objectives and conduct financial analyses. You will need a Regulated Diploma in Financial Planning and strong communication skills. The role requires the ability to prioritize tasks, follow compliance guidelines, and prepare recommendation reports. Enthusiastic candidates with a proactive approach will thrive in this position.
The firm offers a structured environment for aspiring financial professionals.
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