Employment Type : Full-Time
Our client, a boutique independent wealth planning firm in Putney, is seeking a skilled Paraplanner to join their team. Specialising in whole-of-market financial advice, they serve high-net-worth (HNW) retirees, accumulators, local families, and SME owners primarily based in London and the surrounding home counties. Clients have diverse investment levels, with top clients possessing over 1 million in assets, predominantly from the creative indus...