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Senior Paraplanner: Wealth Planning HNW Clients

Job in Woking, Surrey County, GU22, England, UK
Listing for: Clear IT Recruitment Ltd
Full Time position
Listed on 2026-02-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 50000 GBP Yearly GBP 50000.00 YEAR
Job Description & How to Apply Below
Position: Senior Paraplanner: Wealth Planning for HNW Clients
A leading recruitment agency is offering an excellent opportunity for an experienced Paraplanner based near Woking. This role involves financial analysis, client support, and preparation of suitability reports. Candidates should have a Level 4 Diploma in Financial Planning and experience with various financial tools. The company offers a competitive salary up to £50,000, generous holidays, and support for career development in a professional environment.
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Position Requirements
10+ Years work experience
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