Financial Divisions is seeking an ambitious Paraplanner for a Chartered wealth management business near Guildford. The role offers a clear path to adviser status, with CAS signed off in 12–18 months and exposure to HNW clients.
You should have at least 2 years paraplanning, be working toward a Level 4 Diploma, and be confident writing suitability reports, researching pensions, investments, and cashflow modelling while supporting senior advisers.
#J-18808-LjbffrParaplanner to Adviser: Chartered Path & HNW Experience in Godalming employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
