Hybrid Paraplanner – Wealth Management Specialist

A prominent recruitment firm in Esher is seeking an experienced Paraplanner to provide bespoke financial advice throughout the UK.

Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

The role involves producing Suitability Reports, liaising with compliance, and preparing illustrations for various financial products.

Ideal candidates will have excellent communication skills, experience with Salesforce, and a strong understanding of regulatory requirements.

This position offers hybrid working and a competitive salary. xwzovoh

Remote working/work at home options are available for this role….