At a Glance
- Tasks: Support financial advisers with paraplanning on pensions, investments, and tax planning.
- Company: Established Independent Financial Advisor with a strong local presence.
- Benefits: Study support for exams, accessible parking, and exposure to experienced professionals.
- Other info: Great career growth opportunities in a supportive environment.
- Why this job: Join a thriving team and make a real difference in clients' financial futures.
- Qualifications: Diploma qualified or experienced in paraplanning; knowledge of cashflow modelling is a plus.
The predicted salary is between 40000 - 50000 £ per year.
My client is a well-established Independent Financial Advisor (IFA) based in Godalming, operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees, and high-net-worth private individuals. Their clients primarily are based across Surrey, Hampshire, and London, but they do have clients further afield. Clients hold anywhere between £100k to £1m+ of investable assets, with a few families holding in excess of £2m of investments.
The business has longstanding relationships with their clients and also holds relationships with numerous professional sports clubs where they generate new business. Following a very good 12 months with lots of new business coming into the advisers’ inboxes, the Managing Director is seeking an experienced Paraplanner who is diploma qualified or close to completion. They will consider a candidate who is qualified by experience as opposed to qualifications.
You will be confident with end-to-end paraplanning on pensions, investments, tax planning, retirement planning, and IHT. Knowledge of Voyant cashflow modelling would be highly advantageous. You will benefit from study support for any exams you are undertaking, accessible parking, and extensive exposure to working with Paraplanners and an experienced adviser.
Paraplanner in Godalming employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
