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Financial Services Financial Analyst Financial Consultant

Paraplanner: Client-Focused Wealth Planning + Health Plan

Job in Woking, Surrey County, GU22, England, UK
Listing for: F4P
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm in Woking is looking for a qualified individual to join their team. Candidates should have at least 2 years of experience in an IFA environment and a relevant degree. This role involves effective customer handling, multi-tasking, and conducting financial product research. Strong IT skills with proficiency in Outlook, MS Word, and Excel are essential. The position offers a competitive salary, gym discounts, a discretionary bonus, and a health plan.
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