You will be supporting Paraplanners and Advisers on a full range of product administration. This covers Investments, Pensions, Protections and Tax Planning. You will be preparing client meeting packs, onboarding new clients onto the internal system, administer…

Our client is currently looking for an exceptional Head of Paraplanning to take their Paraplanning function to the next level, joining their team based in London, managing wealth for private clients, families and institutions. They provide a highly personalser…