Paraplanner: Bespoke Financial Planning & Reports

The JobsBoard is seeking a Paraplanner to join our Guildford team. You will work closely with the Head of Advice to develop bespoke client reports and financial planning strategies, including cash flow models and investment considerations.

You will analyse client requirements, prepare recommendation letters, and support back-office processes while maintaining high standards of accuracy and discretion with client data.

#J-18808-Ljbffr…