Senior Paraplanner – Wealth Planning HNW Clients
Job in
Woking, Surrey County, GU22, England, UK
Listed on 2026-08-29
Listing for:
Clear Legal & Financial Recruitment
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Clear Legal & Financial Recruitment, based on the outskirts of Woking, seeks an experienced Paraplanner to support Financial Advisers in a fast-growing, well-established Independent Financial Adviser environment. The role offers exposure to HNW and complex cases within a collaborative team.
You will analyse client data, perform advanced financial analysis, and prepare suitability reports while staying compliant with regulatory standards.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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