Senior Paraplanner – Wealth Management office

Senior Paraplanner – Wealth Management

Location: Godalming, Surrey (4 days in the office per week)

Salary: £45,000 – £50,000 + bonus and benefits

An established independent financial advice firm near Godalming is looking for an experienced Paraplanner to join its growing team.

The firm has been operating for over 20 years and has a full team of financial advisers and mortgage advisers, looking after local families, retirees and HNW private individuals across Surrey, Hampshire and London. Clients typically hold between £100k and £1m+ in investable assets, with several families above £2m. The business is built on long-standing client relationships, supported by introductions through its connections with a number of professional sports clubs.

Following a strong twelve months and a healthy flow of new business, the Managing Director is now adding to the paraplanning team.

The role

You will provide end-to-end paraplanning support to the advisers across pensions, investments, tax planning, retirement planning and IHT — preparing recommendations and reports, supporting client reviews, and helping keep new business moving through efficiently.

About you

• Diploma qualified, close to completion, or qualified by experience — all will be considered
• Solid paraplanning experience within an IFA or wealth management environment
• Strong technical knowledge across pensions and investments
• Experience with Voyant cashflow modelling would be highly advantageous

What's on offer

• £45,000 – £50,000 basic salary plus bonus and benefits
• Full study support for any exams you're undertaking
• A collaborative team of experienced Paraplanners and advisers
• Accessible parking at the office

To apply or find out more, contact Jo at Financial Divisions.