Paraplanner
LegalAndGeneral
About this role
A Paraplanner provides technical and analytical support to financial advisers, preparing compliant reports, conducting research, and analyzing client data to facilitate high-quality financial planning solutions. The role involves collaboration within a team to ensure recommendations adhere to regulatory standards and meet client needs.
Skills
About LegalAndGeneral
legalandgeneral.comLegal & General is a UK-based financial services group that provides pensions, retirement solutions, life insurance, savings and investment products for individuals, employers and institutions. It offers workplace and personal pensions, annuities and retirement income solutions, protection cover and a range of savings and investment vehicles. Its asset-management arm, Legal & General Investment Management (LGIM), manages institutional and retail assets and invests in long-term infrastructure and real assets. Founded in the 19th century, the group focuses on helping customers save for and secure retirement through long-term, risk-managed financial solutions.
About LegalAndGeneral
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LegalAndGeneral.
Salary
$49k – $67k
per year
More jobs at LegalAndGeneral
Senior Legal Counsel, Employment - Part time
LegalAndGeneral
Supplier Relationship Manager
LegalAndGeneral
Dynamics Platform Engineering Manager (Dynamics 365, Power Apps, Power Automate, Power BI, SSRS, Logic Apps, or Azure Data Factory)
LegalAndGeneral
Apprenticeship - Data Analyst - London - 2026
LegalAndGeneral