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Paraplanner: Growth Path to Chartered Status

Posted 13 days 9 hours ago by RGH-Global Ltd

Permanent
Full Time
Other
Surrey, Camberley, United Kingdom, GU151
Job Description
A financial services company in Camberley is seeking a Paraplanner to support advisers and deliver high-quality advice. This role involves producing compliant reports, managing complex cases, and contributing to the firm's paraplanning processes. Candidates should have a Diploma in Regulated Financial Planning and previous paraplanning experience. Strong technical knowledge in pensions and investments, together with effective communication skills, are essential for success in this dynamic environment. The position offers career development opportunities toward advanced qualifications.
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