Our client, an established financial planning firm, is looking for an experienced Technical Specialist (Paraplanner) to take over from a senior technical specialist who retires at the end of 2026.
You will write suitability reports and support the advisers with technical queries and research. The firm uses discretionary fund managers, so the role does not involve investment management. There is also scope to join advisers in client meetings where it helps.
The role is hybrid and mostly home-based, with office attendance in Gerrards Cross at least once a month.
Salary: £40,000 to £55,000, negotiable for the right candidate.
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Contact Details:
shearwater recruitment limited Recruitment Team
