Senior Paraplanner: Technical Expert in Wealth Planning

Company: MaxAd Fixed Fee Recruitment
Apply for the Senior Paraplanner: Technical Expert in Wealth Planning
Location: Woking
Job Description:

MaxAd Fixed Fee Recruitment is seeking an experienced Senior Paraplanner for a respected wealth management practice in Woking. You’ll support advisers, mentor junior paraplanners and help shape high-quality financial planning for clients.

This hands-on, office-based role focuses on technical paraplanning, preparing suitability reports, cashflow models, and regulatory compliant documentation. The successful candidate will have at least five years’ paraplanning experience and a Level 4 Diploma in

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Posted: July 10th, 2026