Paraplanning Support Specialist

1 day ago


London, Greater London, United Kingdom Exceptional Dental Full time

We are seeking a highly motivated Paraplanning Support Associate to join our team at Stonewood Wealth. As a member of our team, you will play a critical role in delivering exceptional financial planning services to our clients.

The successful candidate will have 2+ years of experience in the financial services industry, preferably in a small or medium-sized organization. They should have a strong understanding of pensions and investments, as well as knowledge of UK financial regulations and compliance requirements.

Your key responsibilities will include working closely with our administrative team to prepare information and documents for paraplanners to produce suitability letters, and liaising with our centralised admin team for new business and policy servicing processing.

In return, we offer a competitive salary of £37,500 - £42,000 per annum, a comprehensive benefits package, and opportunities for career development and growth within our organisation.



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