Woods Foster Search & Selection, Suffolk, seeks a highly experienced Senior Paraplanner / Financial Planning Specialist to join an established independent wealth management business. This role offers a demanding, rewarding career path within a client-centric environment.
Key duties include producing comprehensive suitability reports, pensions and investments research, cash-flow modelling and regulatory compliance.
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Senior Paraplanner & Wealth Planning Specialist in England employer: Woods Foster Search & Selection
Woods Foster Search & Selection is an excellent employer that values innovation and collaboration, providing a dynamic work culture where your contributions directly impact the growth of the business. With flexible working arrangements across the UK, employees enjoy a supportive environment that fosters professional development and offers unique opportunities to shape the future of financial services. Join us to be part of a team that prioritises meaningful relationships and empowers you to excel in your career.
Contact Details:
Woods Foster Search & Selection Recruitment Team