Senior Paraplanner
3 weeks ago
Paraplanner – WokingHybrid workingSalary: Up to £55,000This opportunity is ideal for experienced Paraplanners who have achieved (or are very close to achieving) the Level 6 Advanced Diploma in Financial Planning, and who enjoy being deeply involved in complex, high-quality financial planning work.If you’re looking for a role where your technical expertise is genuinely valued, where the advice process is collaborative, and where you can work closely with advisers on sophisticated HNW cases, this role will likely appeal to you. You’ll also benefit from strong professional development support, a stable and respected working environment, and the chance to contribute meaningfully to client outcomes.The BusinessThe firm is a well-established, highly respected independent financial planning practice with a strong reputation for delivering detailed, personalised financial advice. With decades of presence in the area, they focus on building long-term relationships and providing high-quality, holistic financial planning.They operate as a modern, forward-thinking IFA business with a strong emphasis on high technical standards, ethical advice, a collaborative team culture and long-term client relationships rather than transactional work.The business is growing steadily, supported by robust processes, high adviser retention, and a client...
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Senior Paraplanner
6 days ago
Woking, United Kingdom Profectus Full timeJob DescriptionProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.This role requires a proven...
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Senior Paraplanner
7 days ago
Woking, United Kingdom Profectus Full timeJob DescriptionProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven...
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Senior Paraplanner
2 weeks ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in...
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Senior Paraplanner
4 weeks ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.Make your application after reading the following...
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Senior Paraplanner
2 weeks ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.You could be just the right applicant for this...
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Senior Paraplanner
2 weeks ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.You could be just the right applicant for this...
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Senior Paraplanner
2 weeks ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.You could be just the right applicant for this...
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Senior Paraplanner
2 weeks ago
woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.This role requires a proven background in...
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Senior Paraplanner
3 days ago
Woking, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking.If you want to know about the requirements for this role, read on for all the relevant information.You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW...
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Senior Paraplanner
4 weeks ago
Woking, Surrey, United Kingdom Profectus Full timeProfectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in...
