Senior Paraplanner - HNW Focus Study
Job in
Ashley, Cambridgeshire, SN13, England, UK
Listed on 2026-07-22
Listing for:
Taylor James Professional Recruitment
Part Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Services
Job Description & How to Apply Below
Location: Ashley
Award-winning financial planning firm based in Altrincham is seeking an experienced Paraplanner to join their team on a permanent basis. Working closely with Financial Advisers, you will deliver high-quality, compliant financial planning support and help provide tailored solutions to clients.
The role includes preparing suitability reports, researching financial products, producing suitability letters, and supporting advisers with bespoke strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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