Financial Divisions is seeking a Trainee Paraplanner near Guildford to join a boutique IFA firm. You will start with IFA administration and quickly move into suitability reports, researching pensions, investments, tax planning and retirement planning.
The role offers a competitive salary and a discretionary bonus, with 25 days holiday and a company pension. You will work with Senior Advisers and support HNW clients across London and the southeast, with exposure to cases from £500k to £5m+.
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Trainee Paraplanner: Path to Senior IFA | £35k-£38k + Bonus 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.
