The JobsBoard is supporting an established Wealth Management business in its search for a fully qualified and experienced Paraplanner to join the team. You will provide high-quality technical support to Financial Advisers and help ensure clients receive a first-class service.
Key duties include preparing suitability reports, cash flow models, maintaining documentation, and assisting with complex cases. This full-time, permanent role offers ongoing training and career progression.
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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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