Chase de Vere, a national independent financial advice firm, is seeking a paraplanner to support advisers with independent financial research and strategies for individuals and trustees. You will prepare recommendations, review client finances annually, and assess risk exposure to update strategies.
Required is paraplanning experience (minimum 2 years) and progress toward the Diploma in Regulated Financial Planning, with strong attention to detail and teamwork in a fast-paced environment.
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Guildford, Surrey
Paraplanner – Guildford | Up to £55,000 An established and highly regarded independent financial planning firm in Guildford is looking for an…
Guildford, Surrey
Paraplanner – Guildford | Up to £55,000 An established and highly regarded independent financial planning firm in Guildford is looking for an…
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