At a Glance
- Tasks: Support financial advisers with comprehensive paraplanning across various financial areas.
- Company: Established wealth management firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, bonus benefits, and career progression opportunities.
- Other info: Dynamic environment with opportunities to work with high-net-worth clients.
- Why this job: Join a thriving team and make a real impact on clients' financial futures.
- Qualifications: Diploma-qualified or near completion with proven paraplanning expertise.
The predicted salary is between 51750 - 63250 £ per year.
£45,000 - £55,000 + Bonus Benefits | 4 Days in Office Join a thriving independent financial advisory firm with over 20 years of established reputation and a strong track record of excellence.
Following significant new business growth, they're seeking an experienced Paraplanner to support their expanding team of financial and mortgage advisers.
You'll deliver comprehensive end-to-end paraplanning across pensions, investments, tax planning, retirement planning, and inheritance tax for a diverse client base ranging from young professionals to high-net-worth individuals holding £100k to £2m+ in investable assets.
This respected IFA operates from modern offices in Godalming, serving affluent clients across Surrey, Hampshire, London and beyond.
Their client base includes professional sports club relationships and long-standing private wealth clients.
The firm culture emphasises collaboration, professional development, and client-focused advice.
Desired experience; Diploma-qualified or near completion Proven expertise in comprehensive paraplanning Proficiency with Voyant cashflow modelling (advantageous) Strong analytical and attention to detail Ability to work autonomously within a supportive team environment Route to adviser qualification within 2 years (career progression opportunity) Benefits Competitive salary with perfo...
Paraplanner, Established Wealth Management Firm | Godalming, Surrey employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
