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Paraplanner

Leatherhead
Heat Recruitment
Posted: 11 June
Offer description

Location

Leatherhead

Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref88135

Recruiter Managing This Role

Paraplanner Boutique Wealth Management Firm | £30,000 £40,000 | Hybrid | Leatherhead

A well-established Financial Planning firm is seeking an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a strong focus on building long-term client relationships.

Youll work closely with the Principal Adviser, playing a key role in supporting client recommendations and helping to drive the firms growth. This is an excellent opportunity for someone looking to join a small but growing company where career progression and professional development are actively encouraged.

Whats on offer:

1. £30,000 £40,000 salary (depending on experience)
2. Hybrid working
3. 25 days holiday + bank holidays
4. Life assurance (DIS)
5. A supportive and collaborative team culture
6. Path for development and promotion

Whats next?

If youre interested in this paraplanning opportunity, apply today. One of our specialist consultants will be in touch to explore your experience, goals, and preferences before submitting your CV to the client. Well also highlight other roles that might align with your career path.

Know someone who might be a fit? Refer them to us and receive £200 if we help them land a new role.

Keywords: Paraplanning, Report Writing, Adviser Support, IFA, Financial Planning, Wealth Management, IFA Admin

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