Senior Paraplanner – Complex Financial Planning, HNW Focus

Laithwaite Financial Services Ltd is seeking a technically proficient Paraplanner to join our team near Woking, Surrey. This full-time, office-based role focuses on research, analysis and supporting advisers across complex planning needs.

You will undertake investigations across pensions, investments, tax planning, trusts and estate planning, preparing high-quality suitability reports and developing planning strategies.

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