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Paraplanner - Guildford, Surrey - £40K-£55K

Financial Divisions
Posted 4 days ago, valid for 14 days
Location

Guildford, Surrey GU48EY, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Wealth Management Paraplanner position is available at a prestigious Independent Financial Advisory firm in Guildford, Surrey.
  • The salary range for this role is £40K-£55K, accompanied by a bonus and study support.
  • Candidates should have a Diploma in Financial Planning or be working towards it, along with experience in Paraplanning or IFA administration.
  • The firm offers a clear path for career progression into Senior Paraplanning or Advisory roles, along with hybrid working options.
  • This opportunity is ideal for ambitious professionals looking to work with Ultra-High-Net-Worth clients and enhance their technical knowledge.

Wealth Management Paraplanner - Prestigious IFA

?? Guildford, Surrey | ?? £40K-£55K + Bonus + Study Support | ?? Hybrid Working

Are you an ambitious Paraplanner looking to take your career to the next level? Want to work with Ultra-High-Net-Worth clients at a leading Independent Financial Advisory firm? This is your chance to join a prestigious and growing IFA that truly values your expertise and career progression.

Why Join?

? Work with UHNW Clients - Enhance your technical knowledge by handling complex financial planning cases.? Career Progression - Clear path into Senior Paraplanning or Advisory roles.? Hybrid Working - Enjoy flexibility while developing your career.? Full Study Support - Your qualifications and growth will be fully backed.? Competitive Salary & Bonus - Be rewarded for your expertise and dedication.

About You

?? Diploma in Financial Planning (or working towards it).?? Ideally degree-educated or experienced in Wealth Management.?? Background in Paraplanning or IFA administration.?? Passionate about delivering high-quality reports, valuations, and financial recommendations.

This is a fantastic opportunity to level up your career with a highly respected IFA. If you’re looking for a role that offers development, challenge, and prestige, apply now!

?? Send your CV to Ryan Wootten at Financial Divisions

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.