Paraplanner – HNW Wealth Planning
Job Description & How to Apply Below
Financial Divisions near Leatherhead is creating a brand-new Paraplanner role within the client services team. You will handle end-to-end report writing on a range of financial products and act as a point of contact for clients.
The role supports advisers serving HNW and UHNW clients across Surrey, Sussex, Kent and London. You’ll study towards Level 4 diploma (CII/CISI/LIBF) with CPD and gain experience with Intelligent Office and Voyant cashflow tools.
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