Senior Paraplanner – Wealth Planning for HNW Clients

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.

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