Are you an experienced Paraplanner tired of traditional, red-tape financial advisory firms? Looking for a workplace that actually embraces modern technology, prioritises work-life balance, and puts genuine client care at the heart of everything? I am working with a forward-thinking, financial planning firm based in the heart of Farnham, who are looking for a ambitious Paraplanner to join thier growing team. Why You’ll Love Working Here * Work Environment: A collaborative, modern, and supportive culture where your voice and ideas genuinely matter. * Flexibility: Modern work style with hybrid working options once settled into the role. * Career Growth: Clear progression paths tailored to your goals—whether you want to master technical paraplanning or transition into an Advisory role. * Competitive Package: Excellent starting salary (commensurate with experience), strong pension contribution, generous holiday allowance, and regular team socials. The Role Working alongside our Senior Financial Planners and Advisers, you will play a crucial part in delivering high-quality, holistic financial planning to our high-net-worth clients. * Drafting comprehensive, tailored Suitability Reports across investments, pensions, inheritance tax, and estate planning. * Conducting thorough technical research and provider analysis. * Preparing client cash-flow models using modern planning software. * Attending client meetings alongside Financial Planners where appropriate to capture technical requirements. * Ensuring all compliance requirements and regulatory standards are consistently met. What We’re Looking For * Experience: Minimum 2+ years of experience working as a Paraplanner within an IFA or wealth management firm. * Mindset: Proactive, tech-savvy, and enthusiastic about modern, cash-flow-driven financial planning. * Skills: Excellent technical knowledge, sharp attention to detail, and top-tier written communication skills
Paraplanner in Farnham employer: Spiral Solutions Recruitment Ltd
Join a dynamic and empowering environment where you can truly take charge of your career as a Sales Executive. With the freedom to work 100% remotely, you will enjoy a generous commission structure that rewards your hard work and dedication, alongside the flexibility to set your own hours and work from anywhere. This role not only offers high earning potential but also fosters a culture of independence and self-motivation, making it an ideal opportunity for ambitious sales professionals looking to thrive in their careers.
Contact Details:
Spiral Solutions Recruitment Ltd Recruitment Team
