Senior Paraplanner
5 days ago
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.Profectus 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 Paraplanning within an IFA or Wealth Management environment, along with strong technical knowledge across all areas of financial planning. You'll bring a professional approach, exceptional attention to detail, and a solutions-focused mindset. The successful candidate will play a key role in delivering high-quality technical and analytical support to the Chartered Adviser. Responsibilities Analyse client information from fact finds, existing records, and meeting notes Conduct advanced financial analysis including cashflow modelling, pension and investment research, and IHT planning Work closely with the Chartered Adviser to prepare for client meetings and reviews Analyse clients' existing portfolios and provide supporting technical insight xsabvtc Research products and services and prepare well-reasoned recommendations Produce detailed suitability reports, disclosures, and illustrations across a range of advice areas including investments, transfers, drawdown, IHT, and protection Attend client meetings alonPlease click on the apply button to read the full job description
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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
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
1 week 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
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.This role requires a proven background in...
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Senior Paraplanner
4 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...
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Senior Paraplanner
3 weeks ago
Woking, United Kingdom Finlink Ltd Full timeParaplanner – 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...
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Senior Paraplanner
3 weeks ago
Woking, United Kingdom Profectus Careers 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...
