At a Glance
- Tasks: Support a chartered Financial Adviser with complex financial cases and prepare high-quality reports.
- Company: Laithwaite Financial Services Ltd, a reputable firm near Woking.
- Benefits: Collaborative office environment with opportunities for professional growth.
- Other info: Engage in diverse financial strategies including pensions and investments.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in paraplanning and strong analytical skills required.
The predicted salary is between 40500 - 49500 £ per year.
Laithwaite Financial Services Ltd on the outskirts of Woking is seeking a Senior Paraplanner to join our established team and support a chartered Financial Adviser with a broad range of complex cases including pensions, investments, retirement planning, trusts and inheritance tax strategies.
You will be actively involved in researching solutions, preparing high-quality reports, and contributing to the Investment Committee, in a fully office-based, collaborative environment that values.
Senior Paraplanner for HNW Wealth – Office-Based in Woking employer: Laithwaite Financial Services Ltd
Join a well-established and respected Independent Financial Adviser on the outskirts of Woking, where you will thrive in a collaborative and professional environment. With a focus on employee growth, we offer ongoing professional development, exposure to complex financial planning cases, and a friendly workplace culture that values teamwork and knowledge sharing. Enjoy competitive salaries, generous annual leave, and the opportunity to contribute to our Investment Committee while working closely with experienced professionals.
Contact Details:
Laithwaite Financial Services Ltd Recruitment Team
