Location: Guildford, 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:
1. Researching pensions, investments, and tax-efficient strategies
2. Producing accurate, compliant suitability reports
3. Supporting the construction of personalis...