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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