Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers with planning, research, and client records.
- Company: Join an award-winning IFA firm with nearly 30 years of success.
- Benefits: Enjoy flexible working, career progression, and a supportive team culture.
- Why this job: Be part of a trusted firm making a real impact in wealth management.
- Qualifications: Experience as a Paraplanner and ideally Diploma Level 4 qualified.
- Other info: Apply now to shape the future of financial advice!
The predicted salary is between 36000 - 60000 £ per year.
Location: Guildford, Surrey Established, Award-Winning IFA Firm
Are you a detail-driven Paraplanner ready to take your skills to the next level? Do you want to join a high-achieving, client-focused team that\’s passionate about making a real impact? If yes – read on.
Why This Role Stands Out:
- Exceptional Reputation – We\’re a trusted name in wealth management with nearly 30 years of success and a client base that grows organically through referrals.
- Career Progression – Whether you\’re building toward Chartered status or seeking new technical challenges, we\’ll support your growth every step of the way.
- Collaborative Culture – Join a team of experts who share knowledge, support each other, and put clients first – always.
- Balance & Flexibility – Enjoy a healthy mix of professional challenge and personal wellbeing in a flexible, empowering environment
What You\’ll Be Doing:
In this pivotal Paraplanner role, you\’ll partner closely with our financial advisers to deliver first-class planning support and technical insight. You\’ll be responsible for:
- Researching pensions, investments, and tax-efficient strategies
- Producing accurate, compliant suitability reports
- Supporting the construction of personalised financial plans
- Liaising with providers and maintaining first-rate client records
- Staying up to date with legislation and product developments
What We\’re Looking For:
- Proven experience as a Paraplanner in an IFA or wealth management environment
- Strong understanding of financial products, tax planning, and regulatory requirements
- Ideally Diploma Level 4 qualified (or close to completion)
- Clear communicator with sharp attention to detail and proactive attitude
This is a fantastic opportunity for a professional Paraplanner who thrives in a fast-paced, intellectually rewarding setting – and wants to be part of something bigger than just a 9-5.
Apply now to Ryan at Financial Divisions with your CV and a brief introduction.
Be the Paraplanner that helps us shape the future of financial advice.
#J-18808-Ljbffr
Paraplanner - Join a Top-Performing Wealth Management Firm in employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Join a Top-Performing Wealth Management Firm in
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as Paraplanners. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulatory changes. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a fast-paced environment.
✨Tip Number 3
Prepare specific examples of how you've successfully supported financial advisers in the past. Highlight your attention to detail and proactive approach, as these are key traits that the hiring team at StudySmarter will be looking for.
✨Tip Number 4
Research StudySmarter's values and mission. Tailor your conversations during the interview to reflect how your personal goals align with their commitment to client-focused service and professional growth.
We think you need these skills to ace Paraplanner - Join a Top-Performing Wealth Management Firm in
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, particularly in an IFA or wealth management environment. Emphasise your understanding of financial products and tax planning, as well as any relevant qualifications.
Craft a Compelling Introduction: In your brief introduction, clearly express your enthusiasm for the role and the firm. Mention why you are drawn to their exceptional reputation and collaborative culture, and how you can contribute to their client-focused approach.
Showcase Your Skills: Use specific examples to demonstrate your attention to detail and proactive attitude. Highlight instances where you've successfully researched pensions, investments, or produced compliant suitability reports.
Proofread Your Application: Before submitting, carefully proofread your application to ensure there are no errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner role.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Technical Knowledge
As a Paraplanner, it's crucial to demonstrate your understanding of financial products and tax planning. Be prepared to discuss specific strategies you've used in the past and how they benefited clients.
✨Emphasise Attention to Detail
Given the nature of the role, highlight your meticulous approach to producing compliant suitability reports and maintaining client records. Share examples of how your attention to detail has positively impacted your work.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating complex financial concepts in a straightforward manner, as you'll need to liaise with both clients and financial advisers.
✨Demonstrate Your Collaborative Spirit
This firm values a collaborative culture, so be ready to discuss how you've worked as part of a team in previous roles. Share instances where you supported colleagues or contributed to a team project.
