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    <title>Paraplanner - Wild Berry Associates RSS Feed</title>
    <link>https://jobs.co.uk/job/paraplanner-wild-berry-associates--e1856a38-de6f-4bfb-8f4f-d1dbab2839d0</link>
    <description>RSS feed for Paraplanner at Wild Berry Associates.</description>
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    <lastBuildDate>Fri, 28 Aug 2026 13:43:05 GMT</lastBuildDate>
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      <title>Paraplanner - Wild Berry Associates</title>
      <link>https://jobs.co.uk/job/paraplanner-wild-berry-associates--e1856a38-de6f-4bfb-8f4f-d1dbab2839d0</link>
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      <pubDate>Wed, 26 Aug 2026 23:00:00 GMT</pubDate>
      <description>Location: City of London | Salary: &amp;pound;35000 - &amp;pound;60000/annum + Benefits | Type: Permanent | Our client is a growing financial planning business with a strong presence in the market and a reputation for providing bespoke financial advice. To support increasing client demand, they are looking to appoint an experienced Paraplanner who can contribute to the continued success of the firm.  Working closely with Financial Planners, you will provide technical support across pensions, investments, protection, tax planning, and estate planning, helping to deliver tailored financial solutions and excellent client outcomes.   Key Responsibilities    Conduct technical and product research across a range of financial planning areas  Produce high-quality suitability reports and recommendation documentation  Assist with cashflow forecasting and financial planning analysis  Liaise with providers and third parties to obtain information and progress cases  Support the delivery of compliant, client-focused financial advice  Maintain accurate client records and documentation    About You    DipPFS qualified (or equivalent)  Previous Paraplanning experience within Financial Planning, Wealth Management, or an IFA environment  Strong technical knowledge of pensions, investments, taxation, trusts...</description>
      <category>Permanent</category>
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