Senior Paraplanner (Chartered) – HNW & Investment Planning

Laithwaite Financial Services Ltd in Knaphill, on the outskirts of Woking, is seeking an experienced Senior Paraplanner to join a well-established IFA practice. You will support a Chartered Financial Adviser across a broad range of complex financial planning cases, including pensions, investments, retirement planning, tax planning, trusts and inheritance tax strategies.

This role involves research, report writing and active participation in the Investment Committee.

#J-18808-Ljbffr…