Senior Paraplanner: Cashflows & Client Planning Support in Winchester

A leading UK-based wealth management firm in Winchester is seeking an experienced Paraplanner to join their collaborative team. The role involves preparing cashflows and financial plans, as well as supporting Financial Planning Directors in client meetings. Candidates should have a CII Diploma in Financial Planning, at least 2-3 years of paraplanning experience, and strong knowledge of the UK tax regime. This position offers a competitive salary and benefits package. #J-18808-Ljbffr