Wealth Management Paraplanner – Suitability & Case Prep

Company: Reflect Recruitment Group
Apply for the Wealth Management Paraplanner – Suitability & Case Prep
Location: Stamford
Job Description:

Reflect Recruitment Group is seeking a Paraplanner to join their team based in Stamford. The role involves preparing Suitability Reports and processing business within a supportive Wealth Management environment.

The ideal candidate will have relevant experience and a diploma, along with excellent communication and analytical skills. Strong GCSE and A-Level results are essential. Benefits include competitive holiday allowance, employee assistance program, and life assurance among others.

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Posted: October 3rd, 2026