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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 36000 - 60000 £ 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.
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Paraplanner - Join a Top-Performing Wealth Management Firm in Esher, 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,
✨Tip Number 1
Research the firm thoroughly before your interview. Understand their values, client base, and recent achievements. This will not only help you tailor your responses but also demonstrate your genuine interest in joining a top-performing team.
✨Tip Number 2
Prepare to discuss specific financial products and strategies relevant to the role. Being able to articulate your knowledge of pensions, investments, and tax-efficient strategies will show that you're ready to contribute from day one.
✨Tip Number 3
Network with current or former employees of the firm if possible. They can provide valuable insights into the company culture and expectations, which can help you align your approach during the interview.
✨Tip Number 4
Demonstrate your commitment to professional development. Mention any ongoing studies towards your Diploma Level 4 qualification and express your eagerness to grow within the firm, as this aligns with their focus on career progression.
We think you need these skills to ace Paraplanner - Join a Top-Performing Wealth Management Firm in Esher,
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 Attention to Detail: Given the importance of detail in this role, ensure that your application is free from errors. Double-check your spelling, grammar, and formatting to demonstrate your meticulous nature.
Highlight Career Progression Goals: Mention your aspirations for career progression, such as working towards Chartered status. This shows your commitment to professional growth and aligns with the firm's support for development.
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 suitability reports or managing client records.
✨Demonstrate Your Knowledge of Financial Products
Make sure you brush up on your understanding of various financial products, tax planning strategies, and regulatory requirements. You might be asked to explain how you would approach a specific financial scenario, so having a solid grasp of these concepts will impress your interviewers.
✨Emphasise Your Collaborative Spirit
This role requires working closely with financial advisers and other team members. Share examples of how you've successfully collaborated in the past, highlighting your ability to communicate clearly and support your colleagues in achieving common goals.
✨Express Your Commitment to Professional Development
The firm values career progression, so be ready to discuss your aspirations, such as pursuing Chartered status or further qualifications. Show enthusiasm for continuous learning and how you plan to stay updated with industry changes and product developments.
