At a Glance
- Tasks: Provide end-to-end paraplanning support and conduct technical research.
- Company: Respected Independent Financial Advisory firm with a strong reputation.
- Benefits: Competitive salary, bonus, study support, and collaborative environment.
- Other info: Excellent career development opportunities in a dynamic setting.
- Why this job: Join a growing team and enhance your financial planning expertise.
- Qualifications: Experience in paraplanning and strong analytical skills.
The predicted salary is between 45000 - 50000 £ per year.
Established Wealth Management Firm | High-Net-Worth Client Exposure | Study Support Available An excellent opportunity has arisen for an experienced Paraplanner to join a highly respected Independent Financial Advisory firm based in Godalming.
Established for over 20 years, this successful wealth management practice has built a strong reputation for delivering comprehensive financial planning advice to families, retirees, professionals and high-net-worth individuals across Surrey, Hampshire and London.
The firm has experienced a particularly strong period of growth over the past 12 months, generating significant levels of new business and creating the need for an additional Senior Paraplanner to support their growing team of advisers.
This is a well-established and collaborative business with an experienced team of Financial Advisers, Mortgage Advisers and support staff, providing an excellent environment for an ambitious paraplanner looking to further develop their technical expertise and career.
The Opportunity Working closely with a team of experienced advisers, you will be responsible for providing end-to-end paraplanning support across a broad range of financial planning areas.
You will be involved in
- Conducting technical research and analysis across financial planning cases
- Preparing detailed suitability reports and recommendations
- Supporting ad...
