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Financial Analyst Financial Reporting Accounting & Finance Financial Services

Senior Paraplanner – Wealth, IHT & Investment Analysis

Job in Woking, Surrey County, GU22, England, UK
Listing for: Clear IT Recruitment
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Salary/Wage Range or Industry Benchmark: 55000 GBP Yearly GBP 55000.00 YEAR
Job Description & How to Apply Below
A leading recruitment agency is seeking an experienced Paraplanner to support Financial Advisers in Woking. The role includes analyzing client information, conducting financial analysis, preparing reports, and ensuring compliance with regulations. Candidates should have a Level 4 Diploma in Financial Planning and experience with back office systems. The offering includes a competitive salary up to £55,000, 25 days holiday, pension, and a professional working environment.
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Position Requirements
10+ Years work experience
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