Paraplanner - FinTech

  • Location


  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £45000 - £60000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    about 2 months ago

  • Expiry date:


  • Consultant:


We are currently working on a rare & exciting opportunity for a Paraplanner to join the fin-tech arm of a well known investment management firm in the City. The successful candidate must have experience using Voyant software.

Our client is a unique business that provides financial advice to HNW clients, as well as developing innovative financial technology for both their internal Financial Planners & Paraplanners but also for the wider market. They are a business that pride themselves on their ethical approach to financial planning as well as designing and implementing new technology for the market. Technology is created and utilised internally first and then rolled out to the market as a product.

The business are seeking an experienced Paraplanner who has a keen interest in technology to join their team. This role will be a Paraplanner position providing assistance to the Financial Planners, but a big part of the role will also be to help design, test and utilise new fin-tech products created by the team, hence the need for someone who is keen on technology. They also seek an individual who either has previous experience with cash flow modelling, or who hasn't previously used it but has an interest in cash flow modelling.

This is an exceptionally rare opportunity to join an innovative and market leading fin-tech business where you can create a dynamic and enjoy able career.

On offer is a package of to £60,000+Bonuses+Benefits - the final package will be based on the successful candidates experience and qualifications.