Financial Planning Specialist

4 hours ago


High Wycombe, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a financial planning firm in Stokenchurch who require a skilled Paraplanner due to company growth.

The successful candidate will have a minimum of 3 years of experience in Paraplanning and be working towards or at Diploma Level 4 Qualified.

Key responsibilities include provision of high-quality technical support, writing suitability reports, and preparing client portfolio review analysis.

A strong background in the financial services industry, analytical tools, and numerical aptitude are essential.

The salary for this role is estimated at £40,000-£55,000 per annum, depending on experience.



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