Job Description
Paraplanner (Level 4 Diploma Qualified)
Location: Woking, Surrey
Salary: Up to £50,000 (dependent on experience) + bonus & benefits
A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.
The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.
Key Responsibilities