Wealth Planning Paraplanner Associate — Hybrid
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-02-28
Listing for:
Aldrich & Co
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading Wealth & Investment Management firm in Greater London seeks an experienced Paraplanner (Associate level) to support their Wealth Managers. This role includes producing suitability reports, conducting cash flow modeling, and managing client interactions. The ideal candidate will have at least 3-4 years of experience and will be Diploma Level 4 Qualified or higher, demonstrating proficiency in financial planning tools and compliance requirements.
The firm values technical expertise and offers a hybrid working model.
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Position Requirements
10+ Years
work experience
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