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Paraplanner - Client-Focused Wealth Planning (London)

Posted 2 days 19 hours ago by Menzies LLP

Permanent
Full Time
Other
England, United Kingdom
Job Description
Menzies LLP is hiring a Paraplanner in London to join the Wealth Management team. The ideal candidate will support Financial Planners, ensure high-quality advice delivery, and manage client communications. Responsibilities include conducting research, preparing FCA-compliant suitability reports, and overseeing the implementation of recommendations. Qualifications include a strong background in financial planning, minimum of 3 years of paraplanning experience, and Chartered status or close to completion. The position offers career development and competitive benefits.
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