Paraplanner
Worthing, Hybrid Working
A well-established and growing wealth management firm is looking to appoint an experienced Paraplanner to join its collaborative financial planning team.
This firm provides integrated financial planning and tax advisory services, supporting individuals, professionals, and business owners through every stage of their financial journey.
Working closely with Financial Advisers and the wider support team, you will play a key role in delivering high-quality technical support, producing detailed reports and helping to ensure clients receive well-structured, compliant financial planning advice.
Extra responsibilities could include:
Benefits
To be considered for this Paraplanner position:
Apply today - If you're looking for a stable and growing practice where you can continue developing your technical knowledge and build a long-term career within financial planning, this could be a fantastic next step.
If you're interested in this opportunity, please send your CV for consideration.
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