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Tech-Powered Paraplanner: End-to-End Financial Planning
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-17
Listing for:
Jenson Fisher Consulting Ltd
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A fast-growing financial advisory startup in the UK is seeking a Paraplanner to join their innovative team. This role is not just about supporting advisors, but owning the financial planning process and curating bespoke plans for clients. The ideal candidate will have at least 1 year of Paraplanning experience and a diploma. You'll create outstanding client advice while working with technology to enhance efficiency and support the development of junior colleagues.
A great opportunity for those passionate about financial advice!
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