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/reviews and analyse client's existing portfolios • Research products and services to make suitable recommendations • Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business • Attend client meetings with financial advisers when required • Work closely with all members...
Paraplanner employer: Clear Legal & Financial Recruitment Careers
Join a dynamic and supportive team in our London office, where we prioritise professional development and foster a collaborative work culture. As a Senior Costs Draftsperson / Costs Lawyer, you will benefit from competitive remuneration, comprehensive training opportunities, and the chance to make a significant impact in the legal aid sector. Our commitment to employee growth and well-being makes us an exceptional employer for those seeking meaningful and rewarding careers.
Contact Details:
Clear Legal & Financial Recruitment Careers Recruitment Team
