Paraplanner

Senior Paraplanner Technical Planning
Hybrid / Sawbridgeworth
Competitive salary and a comprehensive benefits package including exam support

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?

Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.

Overview

A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.

Paraplanner Role:

As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.

Paraplanner

Key Responsibilities:

• Conduct in-depth research and analysis across pensions, investments, tax...