Senior Paraplanner – Wealth Planning for HNW Clients in Woking

Senior Paraplanner – Wealth Planning for HNW Clients in Woking

Woking Full-Time No working from home possible
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Clear Legal & Financial Recruitment, based on the outskirts of Woking, seeks an experienced Paraplanner to support Financial Advisers in a fast-growing, well-established Independent Financial Adviser environment. The role offers exposure to HNW and complex cases within a collaborative team.

You will analyse client data, perform advanced financial analysis, and prepare suitability reports while staying compliant with regulatory standards.

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Senior Paraplanner – Wealth Planning for HNW Clients in Woking employer: Clear Legal & Financial Recruitment

Join a dynamic and supportive team in Belper, where your role as a Legal Secretary will be valued and rewarded. With a strong focus on employee wellbeing, we offer a health cash plan, generous annual leave, and opportunities for professional development, ensuring you thrive in a fast-paced environment. Our commitment to exceptional customer service and a collaborative work culture makes us an excellent employer for those seeking meaningful and fulfilling careers in the legal sector.

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Contact Details:

Clear Legal & Financial Recruitment Recruitment Team