Rayment Recruitment in the United Kingdom is seeking an experienced Senior Paraplanner to support a Chartered Adviser for a well-established Independent Financial Adviser near Woking. You will handle high-net-worth pensions, investments, retirement planning, tax planning, trusts and IHT strategies.
This role involves researching solutions, contributing to client outcomes and participating in the firmβs Investment Committee, with a focus on high-quality reports and professional collaboration.
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Senior Paraplanner β HNW Wealth & Trusts Focus in Woking employer: Rayment Recruitment
As a Client Services Administrator in our North London office, you will thrive in a supportive and collaborative team environment that prioritises professional development and employee well-being. With a competitive salary package, hybrid working options, and a range of benefits including health plans and pension contributions, we are committed to fostering a culture where your contributions are valued and your career can flourish. Join us to play a pivotal role in delivering exceptional client service within the dynamic wealth management sector.