Technical Paraplanner

Location

Woking

Salary £45000 - £60000 TypePermanent WorkplaceOn-Site Ref89063

Recruiter Managing This Role

Technical Paraplanner

Woking (Hybrid)

Up to £55,000

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.

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 mate...