Job Description
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.
This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases.
The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities:
• Analyse client information from Fact Finds, existing records and meeting notes
• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
• Support advisers ahead of client meetings/revi...
This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases.
The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities:
• Analyse client information from Fact Finds, existing records and meeting notes
• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
• Support advisers ahead of client meetings/revi...