Paraplanner, Established Wealth Management Firm

Position: Paraplanner, Established Wealth Management Firm |
£45,000 - £55,000  Bonus & Benefits | 4 Days in Office Join a thriving independent financial advisory firm with over 20 years of established reputation and a strong track record of excellence. Following significant new business growth, they're seeking an experienced Paraplanner to support their expanding team of financial and mortgage advisers. You'll deliver comprehensive end-to-end paraplanning across pensions, investments, tax planning, retirement planning, and inheritance tax for a diverse client base ranging from young professionals to high-net-worth individuals holding £100k to £2m in investable assets.

This respected IFA operates from modern offices in Godalming, serving affluent clients across Surrey, Hampshire, London and beyond. Their client base includes professional sports club relationships and long-standing private wealth clients. The firm culture emphasises collaboration, professional development, and client-focused advice. Desired experience;
Diploma-qualified or near completion Proven expertise in comprehensive paraplanning Proficiency with Voyant cashflow modelling (advantageous) Strong analytical and attention to detail Ability to work autonomously within a supportive team environment Route to adviser qualification within 2 years (career progression opportunity) Benefits Competitive salary with performance bonus Study support for ongoing professional development Mentorship from experienced advisers and paraplanners Career pathway to adviser level Convenient office location with accessible parking Hybrid working: 4 days in office, 1 day flexible Interested?

Contact Jo at Financial Divisions.