Jobs4 in Stevenage is seeking a Senior Paraplanner with 4+ years of paraplanning experience to support a small group of high-net-worth clients. You will occasionally attend client meetings and train junior staff, while maintaining compliant records and high-quality reports.
The role requires a Level 4 paraplanner qualification (CII Diploma) and a strong, demonstrated understanding of investments, pensions, trusts, tax planning and inheritance tax planning.
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Senior Paraplanner for HNW Clients | Tax & Investment Focus in Stevenage employer: Jobs4
Join a dynamic team as a Window Fitter in Hampshire, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and innovation, offering competitive salaries and opportunities for advancement in a thriving environment. Enjoy the unique advantage of working in a picturesque location while contributing to high-quality installations that make a difference in our clients' lives.