Eden Resourcing in London is assisting a well-established Wealth Management firm to appoint a Senior Paraplanner with client management experience. You will conduct detailed analysis on complex cases and prepare in-depth suitability reports for HNW clients.
You will cover pensions (including transfers and divorce), investments, protection, tax and estate planning, ensuring high standards of accuracy and compliance, with extensive client interaction.
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London
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times?
London
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times?
London
Are you an accomplished Paraplanner who takes pride in your work and looks to maintain the highest standards at all times?
London
As Senior Paraplanner you will deliver accurate, compliant suitability reports and in-depth technical research to support Financial Advisers.
Woking
Clear Legal & Financial Recruitment, based on the outskirts of Woking, seeks an experienced Paraplanner to support Financial Advisers in a…
London
Are you an accomplished Wealth Management professional with extensive technical skills?
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