Opportunity Description
Location
Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
Woking
Salary £35000 - £50000 TypePermanent WorkplaceHybrid Ref89907Recruiter Managing This Role
Paraplanner
Woking (Hybrid)
Up to £50,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.
Working as part of a collaborative and supportive Paraplanning team, youll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.