Price Ferguson Ltd, Guildford, is seeking an experienced Paraplanner to join its growing team. This office-based role focuses on technical paraplanning support across pensions, investments, inheritance tax planning, retirement planning and protection.
You will work closely with Financial Advisers, preparing reports and conducting research with dedicated administrative support to enable advisers to focus on client service and high-quality outcomes.
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Technical Paraplanner – Research, Reports & Retirement Planning in Guildford employer: Price Ferguson Ltd
Join a highly respected independent financial planning firm in Guildford, where integrity and quality advice are at the core of our values. We offer a supportive work culture with no aggressive sales targets, allowing you to focus on building meaningful client relationships while managing an established portfolio. With dedicated administrative support and a steady stream of pre-qualified leads, this is an exceptional opportunity for professional growth in a client-centric environment.
