Full job description£45,000 - £55,000 + Bonus & Benefits | 4 Days in Office
Join a thriving independent financial advisory firm with over 20 years of established reputation and a strong track record of excellence. Following significant new business growth, they’re seeking an experienced Paraplanner to support their expanding team of financial and mortgage advisers.
You’ll deliver comprehensive end-to-end paraplanning across pensions, investments, tax planning, retirement planning, and inheritance tax for a diverse client base ranging from young professionals to high-net-worth individuals holding £100k to £2m+ in investable assets.
This respected IFA operates from modern offices in Godalming, serving affluent clients across Surrey, Hampshire, London and beyond. Their client base includes professional sports club relationships and long-standing private wealth clients. The firm culture emphasises collaboration, professional development, and client-focused advice.
Desired experience;
Diploma-qualified or near completion
Proven expertise in comprehensive paraplanning
Proficiency with Voyant cashflow modelling (advantageous)
Strong analytical and attention to detail
Ability to work autonomously within a supportive team environment
Route to adviser qualification within 2 years (career progression opportunity)
Benefits
Competitive salary with performance bonus
Study support for ongoing professional development
Mentorship from experienced advisers and paraplanners
Career pathway to adviser level
Convenient office location with accessible parking
Hybrid working: 4 days in office, 1 day flexible


Interested? Contact Jo at Financial Divisions.