Senior Paraplanner – Level 4 Woking, Surrey | Office-based | Up to £50,000 DOE + benefits If you are an experienced Paraplanner who enjoys getting into the technical detail of complex financial planning cases, this role offers the opportunity to work with high-net-worth clients and be closely involved throughout the advice process. You will join an established independent financial planning practice where you can work closely with advisers, administrators and fellow paraplanners, with exposure to a broad range of planning areas rather than being limited to straightforward report writing. The Business This is a well-established and growing independent financial planning practice based on the outskirts of Woking. The business provides bespoke financial planning advice to an established and expanding client base, including high-net-worth individuals with more complex planning requirements. The team works collaboratively from the office, giving you close access to advisers and colleagues when discussing cases, developing recommendations and progressing client work. The Role Working closely with Financial Advisers, you will provide research, analysis and technical support across the advice process, from reviewing client circumstances through to preparing detailed suitability reports and helping develop appropriate plannin...
Senior Paraplanner in Surrey employer: Finlink Ltd Careers
Join a dynamic and expanding team as a Trainee Mortgage Advisor, where your ambition and sales experience will be rewarded with structured training and clear pathways for career progression. Located in a vibrant area, the company fosters a supportive work culture that prioritises employee development, offering competitive salaries, generous commission structures, and comprehensive benefits including pension and life insurance. This is an excellent opportunity for those looking to build a meaningful career in financial services while being part of a thriving business that values its employees.
