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Wealth Paraplanner: Client & Compliance Support

Job in Thames Ditton, Esher, Surrey County, KT10, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst, Regulatory Compliance Specialist, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 30000 - 40000 GBP Yearly GBP 30000.00 40000.00 YEAR
Job Description & How to Apply Below
Location: Thames Ditton

A prominent financial services firm in Thames Ditton is seeking a detail-oriented Paraplanner to support advisers and ensure compliance within client servicing. The ideal candidate will have experience in the financial services industry, strong organizational skills, and proficiency in Microsoft Office. Responsibilities include onboarding clients, maintaining portfolios, and ensuring regulatory compliance. This permanent position offers a salary between £30,000 and £40,000 per annum and flexible start dates.
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