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Permanent

Paraplanner

Surrey
money-bag 45000.00-45000.00 Annual
3086143577
Posted 5 days ago

Are you a detail-driven Paraplanner who loves bringing clarity, structure, and confidence to financial planning?Our client-an award-winning, client-centric IFA firm in Surrey-is expanding and looking for a skilled Paraplanner to join their highly respected advisory team.This is a firm that genuinely values high-quality technical work. You''ll collaborate closely with experienced Financial Planners, playing a pivotal role in crafting tailored financial plans across pensions, investments, protection, estate planning, and tax-efficient strategies. You''ll be joining a stable, forward-thinking business where professional development is encouraged, ideas are welcomed, and your expertise is recognised from day one.The detailA friendly, supportive, and knowledgeable team who care about doing things the right way.The chance to work with high-quality clients-and produce plans that genuinely make a difference.Full support toward further qualifications (including diploma and chartered progression).Modern systems, a paper-light workflow, and a firm that invests in your efficiency and wellbeing.Flexibility: enjoy a balanced hybrid model combining office collaboration and focused home working.Your experience should includePrevious experience as a Paraplanner within an IFA or wealth management environment.Strong technical knowledge spanning pensions, investments, and tax planning.Ability to produce clear, compliant research and suitability reports.Excellent attention to detail and a passion

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