Paraplanner: Client-Focused Wealth Planning
Job in
Woking, Surrey County, GU22, England, UK
Listed on 2026-01-14
Listing for:
F4P
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Overview
A financial advisory firm in Woking is seeking a qualified individual with at least 2 years of relevant experience in an IFA environment and a degree. The candidate should possess strong IT skills, particularly in Outlook, MS Word, and Excel.
Responsibilities- Handle customers effectively
- Multi‑task
- Conduct financial product research
- At least 2 years of relevant experience in an IFA environment
- A degree
- Strong IT skills (Outlook, MS Word, Excel)
- Competitive salary
- Gym discounts
- Discretionary bonus
- Health plan
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