Client-Facing Paraplanner & Technical Advisor
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Financial Services, Financial Reporting
Shearwater Recruitment is seeking a diploma-qualified paraplanner for a hybrid role in Gerrards Cross (Buckinghamshire). You will attend client meetings with Financial Planners, perform research, build cashflow models and prepare suitability reports.
The position blends client contact with technical analysis, including involvement in annual reviews and internal Investment Committee discussions. The role offers strong benefits and a clear path to professional training, with 35 hours per week in a
We have an opening for a Client-Facing Paraplanner & Technical Advisor in Gerrards Cross, England, United Kingdom within Finance.
We are looking to fill the Client-Facing Paraplanner & Technical Advisor position at Shearwater Recruitment in Gerrards Cross, England, United Kingdom.
The Client-Facing Paraplanner & Technical Advisor role at Shearwater Recruitment is now open for applications in Gerrards Cross, England, United Kingdom.
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