At a Glance
- Tasks: Provide end-to-end paraplanning support across pensions, investments, and tax planning.
- Company: An established independent financial advice firm operating for over 20 years in Godalming.
- Benefits: £45,000 - £50,000 salary plus bonus, full study support, and accessible parking.
- Other info: Experience with Voyant cashflow modelling is highly advantageous.
- Why this job: Join a growing team with strong client relationships and a healthy flow of new business.
- Qualifications: Diploma qualified or qualified by experience with solid paraplanning experience required.
The predicted salary is between 45000 - 50000 £ per year.
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
Senior Paraplanner - Wealth Management, Godalming, Surrey (4 days in the office), £45,000 - £50,000 employer: Financial Divisions
Located in Godalming, this firm has been providing financial advice for over 20 years. They offer a collaborative environment with experienced Paraplanners and advisers, and provide full study support for professional exams.
