Paraplanner to Financial Planner Fast-Track HNW Clients
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-01-22
Listing for:
Jenson Fisher Consulting Ltd
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting
Job Description & How to Apply Below
Location: Greater London
A prestigious wealth planning firm in Greater London seeks an ambitious Paraplanner aiming to transition into a Financial Planner.
This role offers hands-on experience with HNW clients, ensuring comprehensive support and training. Tasks include assisting Financial Advisers, participating in client meetings, and managing relationships. Ideal candidates should possess a university degree, relevant experience, and strong analytical skills. The firm promotes continuous professional development in a collaborative environment.
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