Technical Paraplanner

This HNW financial planning firm, that specialises in complex / sophisticated strategic financial planning for HNW clients is currently seeking a paraplanner to join its team in Surrey (hybrid working).

This firm sees the role of paraplanner as key in the advice process working very closely with the financial planners in providing a team based holistic wealth management approach based around the needs of the client.

The role is supported by experienced administrators so you can stay focussed on the your core role. Excellent career and personal development opportunities including full support in further exams / qualifications.

You must be an experienced paraplanner holding full level 4 Diploma status (CII or equivalent) and ideally working towards chartered status and have experience dealing with complex / sophisticated financial planning advice.

Basic salary to £55,000, generous bonus scheme and benefits.