Wealth Planning Paraplanner: Path to Advisor

Posted 8 days 12 hours ago by Plus One Personnel Ltd

Permanent
Full Time
Other
Warwickshire, Stratford-upon-avon, United Kingdom, CV370
Job Description

Plus One Personnel Ltd is seeking an experienced Paraplanner to support Independent Financial Advisors and to nurture progression toward an Advisor role with ongoing development within the firm.

This varied position provides exposure to the full financial advice process, including managing your own client portfolio, technical paraplanning, report writing, and assisting with compliance, tax planning, and business processing within a trusted wealth management environment.