Job Description

Location

Woking

Salary £45000 - £60000 TypePermanent WorkplaceOn-Site Ref89063

Recruiter Managing This Role

Technical Paraplanner

Woking (Hybrid)

Up to £55,000

An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.


Working as part of a collaborative and supportive Paraplanning team, youll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.

  • Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
  • Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review mate...

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