An established and extremely high-net worth IFA practice based out of Chertsey now require a Senior Paraplanner to support their Senior Wealth Planners providing holistic financial planning advice across investment management, life insurance, pensions and tax planning for a varied HNW client portfolio.
Role will include research, preparing suitability letters and annual reports, and making recommendations for client meetings.
You will be an experienced senior paraplanner with a strong knowledge of financial products.
You will also have completed your DipPFS and ideally be working towards Chartered status. This is a first class opportunity to work for a highly successful practices providing a first class service to the HNW market.