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- Tasks: Support financial advisers with planning, research, and client records.
- Company: Join an award-winning wealth management firm with nearly 30 years of success.
- Benefits: Enjoy flexible working, career progression, and a collaborative culture.
- Why this job: Be part of a trusted team making a real impact in clients' lives.
- 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 39000 - 52000 £ per year.
Location: Esher, 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 Esher, £45,000 - £60,000 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 Esher, £45,000 - £60,000
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work as Paraplanners or Financial Advisers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current legislation and product developments will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 3
Prepare to discuss 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 qualities the firm is looking for in a candidate.
✨Tip Number 4
Research the firm’s history and its reputation in the industry. Understanding their values and client-focused approach will help you tailor your conversations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Paraplanner - Join a Top-Performing Wealth Management Firm in Esher, £45,000 - £60,000
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 introduction, express your enthusiasm for the role and the company. Mention why you are drawn to their exceptional reputation and collaborative culture, and how you can contribute to their client-focused approach.
Showcase Relevant Skills: Clearly outline your skills that align with the job description, such as your attention to detail, communication abilities, and proactive attitude. Provide specific examples of how you've successfully supported financial advisers in the past.
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 Attention to Detail
As a Paraplanner, attention to detail is crucial. Be prepared to discuss specific examples from your past experience where your meticulous nature led to successful outcomes, especially in producing compliant suitability reports.
✨Demonstrate Your Knowledge of Financial Products
Make sure you brush up on your understanding of various financial products, tax planning strategies, and regulatory requirements. Being able to discuss these topics confidently will show that you're well-prepared for the role.
✨Highlight Your Collaborative Spirit
This role emphasises teamwork, so be ready to share experiences where you've successfully collaborated with financial advisers or other team members. Illustrating your ability to work well in a team will resonate with their collaborative culture.
✨Express Your Commitment to Professional Growth
The firm values career progression, so convey your aspirations towards achieving Chartered status or any other professional development goals. This shows that you're not just looking for a job, but a long-term career path.
