Senior Paraplanner role in a genuinely independent Chartered financial planning firm, based in the Bristol area. You will provide high-level paraplanning support, focusing on complex cases, pensions, investments, taxation and estate planning, while maintaining high standards of advice.
This opportunity emphasizes technical excellence over sales targets, with a compressed 4.5-day week and a substantial benefits package including an 8% employer pension contribution, 25 days plus bank holidays, and
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Senior Paraplanner - Complex Cases, 4.5‑Day Week employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.