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A fantastic opportunity has arisen for both junior and senior Paraplanners at a prestigious Chartered wealth planning firm near Gatwick. With over 15 years of industry expertise, this highly regarded practice provides trusted financial advice to HNW and UHNW clients across London, Kent, Surrey, Sussex, and Hampshire.
As a Paraplanner, you will play a crucial role in providing comprehensive support to advisers. Your responsibilities will include preparing suitability reports, conducting in-depth technical analysis, managing cash flow modelling, and ensuring all paraplanning duties are handled efficiently. You’ll work closely with your designated adviser in a pod structure, ensuring seamless client service and the delivery of excellent financial advice.
The firm is seeking candidates who are studying towards or have already achieved their Level 4 Diploma in Financial Planning. Experience is paramount, but knowledge of platforms such as Adviser Office CRM, Voyant, or FE Analytics would be beneficial. In addition, for those with aspirations to progress, there is a clear pathway to becoming an adviser over the next 3-5 years.
The position offers flexibility, with the initial three months office-based and the option to work from home part-time after that. The firm also places great value on staff well-being, fostering a supportive environment where regular team socials and trips are encouraged.
**The benefits package includes:**
- A competitive salary range of £35,000 - £45,000 (negotiable based on experience)
- Comprehensive benefits including private medical insurance, life insurance, and death in service
- Support for professional studies and career development
If you are an experienced Paraplanner looking for a new challenge within a supportive and growing firm, we would love to hear from you.
Apply now or get in touch with Laura at Financial Divisions to find out more about this exciting Paraplanner role.
