Senior Paraplanner – HNW Wealth & Client Strategy

Eden Resourcing in London is assisting a well-established Wealth Management firm to appoint a Senior Paraplanner with client management experience. You will conduct detailed analysis on complex cases and prepare in-depth suitability reports for HNW clients.

You will cover pensions (including transfers and divorce), investments, protection, tax and estate planning, ensuring high standards of accuracy and compliance, with extensive client interaction.

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