Senior Paraplanner

Esher

Recruiter Managing This Role

Senior Paraplanner

Esher, Surrey 4 days a week in the office (1 day from home)

Salary is competitive DOE

We are currently working with a highly regarded Wealth Management practice with brand new, modern offices in Esher (parking available) who are seeking an experienced Senior Paraplanner to join their growing team. 

As a key member of the technical team, youll work closely with Advisers and Administrators to deliver exceptional financial planning support across high-net-worth clients on investments, pensions, tax, estate planning. This role is ideal for someone who is very technical, and thrives in a client-focused environment and enjoys being the point of contact for technical queries.

You will be responsible for delivering high quality technical Paraplanning support to the Advisers, you will collabora...

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