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Senior Paraplanner - HNW Wealth; Hybrid
Job in
Surrey, Surrey County, England, UK
Listed on 2026-01-11
Listing for:
MI Search Ltd
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Surrey is seeking a paraplanner to join their team. This role is pivotal in the advice process, working closely with financial planners to deliver a holistic wealth management approach for high-net-worth clients. Candidates must have a Level 4 Diploma and experience in complex financial planning. The firm offers a salary up to £55,000, a generous bonus scheme, and excellent career development support including assistance with further qualifications.
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Position Requirements
10+ Years
work experience
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