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Financial Analyst Financial Services Financial Consultant Financial Advisor

Senior Paraplanner, HNW Wealth Advisory

Job in Newbury, Berkshire, RG14, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Newbury is seeking an experienced Paraplanner to support their advisers in dealing with high-net-worth clients. The ideal candidate will have strong analytical skills and a robust understanding of investment and pensions products. Responsibilities include preparing for client meetings, conducting financial analysis, and ensuring compliance with company guidelines.

This role offers excellent career advancement opportunities in the wealth management sector.
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Position Requirements
10+ Years work experience
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