Paraplanner

Base pay range

This range is provided by Orla Rose Associates. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Location: London – Hybrid working available

We are partnering with a highly respected, forward-thinking financial planning and investment business to recruit a talented Paraplanner . This is an exciting opportunity to take a client-facing role where you’ll be at the heart of the advice process, working closely with experienced financial planners to deliver exceptional service to a varied portfolio of clients.

The Role

As a Paraplanner, you will:

• Play an active part in analysing client needs and identifying planning opportunities.
• Prepare for and attend a high number of client meetings, taking detailed notes and managing follow-up actions.
• Build and maintain strong client relationships, acting as a trusted secondary point ...