Job Description
Paraplanner – Barnet
We’re working with a well-established, financial planning firm that’s growing rapidly and looking for a talented Paraplanner to join their team. This is a fantastic opportunity to support experienced Financial Advisers, work on complex client cases, and develop your career in a friendly, collaborative environment.
The Role:
As a Paraplanner, you’ll play a key role in ensuring clients receive professional, compliant, and seamless financial advice. You’ll prepare technical reports, conduct research, and provide analysis across investments, pensions, protection, and tax planning.
What You’ll Do: