Wealth Planning Paraplanner
Job in
London, Greater London, W1B, England, UK
Listed on 2026-03-05
Listing for:
Schroders
Part Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A global wealth management firm in London seeks a Paraplanner to assist Wealth Planners and provide excellent client service. The ideal candidate will have a strong working knowledge of Microsoft Office, a keen understanding of wealth management, and experience within financial services. Responsibilities include drafting suitability documentation and supporting the advice process. The role is well-suited for professionals who are organized, motivated, and eager to develop in a dynamic environment.
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