At a Glance
- Tasks: Support Chartered Advisers in wealth planning and provide expert advice on pensions and investments.
- Company: Reputable wealth planning practice near Guildford with a focus on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career advancement in a thriving financial services sector.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience as a Paraplanner with knowledge of pensions, investments, IHT, and trusts.
The predicted salary is between 31500 - 38500 £ per year.
Experienced Senior Paraplanner needed for a wealth planning practice near Guildford, supporting Chartered Advisers. Must have knowledge of pensions, investments, IHT, and trusts.
Paraplanner - £30,000 - £38,000 A Year in Surrey employer: 2i Recruit Ltd Careers
Join a dynamic and supportive firm that prioritises employee development and fosters a collaborative work culture. As a Paralegal in our Family Law and Private Client Services team, you will benefit from hands-on experience alongside seasoned solicitors, while enjoying a friendly atmosphere that values your contributions. With a commitment to exceptional client service and opportunities for career advancement, this role offers a meaningful path in the legal profession.
We think you need these skills to ace Paraplanner - £30,000 - £38,000 A Year in Surrey
Knowledge of Pensions
Knowledge of Investments
Knowledge of Inheritance Tax (IHT)
Knowledge of Trusts
Financial Analysis
Client Relationship Management
Regulatory Compliance
