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Financial Analyst Financial Reporting Accounting & Finance Financial Consultant

Senior Paraplanner — Hybrid Wealth Planning Expert

Job in Rugby, Warwickshire, CV21, England, UK
Listing for: Trowlock Wealth Management LLP
Full Time position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance, Financial Consultant
Job Description & How to Apply Below
A financial advisory firm based in Rugby seeks a dedicated Senior Paraplanner to support their advisory team. The role requires at least 3 years of experience in paraplanning, strong numeracy skills, and proficiency with Microsoft Office and major research systems. Responsibilities include providing technical support, preparing financial planning solutions, and ensuring compliance. This position offers a hybrid working model, workplace pension scheme, and opportunities for professional development.
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Position Requirements
10+ Years work experience
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