Senior Paraplanner - Lead for High-Net-Worth Planning in London

Senior Paraplanner - Lead for High-Net-Worth Planning in London

London Full-Time No working from home possible
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A financial planning firm in the United Kingdom is seeking a skilled Head Of Paraplanning to support high-net-worth clients. You will provide comprehensive paraplanning services, prepare detailed reports, and conduct technical research. Ideal candidates should have over 4 years of experience in paraplanning, with a strong proficiency in pensions, investments, and estate planning. This role offers an opportunity to take ownership of cases and work independently.
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Contact Details:

Orla Rose Associates Recruitment Team