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Paraplanner

Heat Recruitment
Posted 12 hours ago, valid for 15 days
Location

Cobham, Surrey KT113QJ, 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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  • A well-established Financial Planning firm in Leatherhead is seeking an ambitious Paraplanner to join their team.
  • The position offers a salary range of £30,000 to £40,000 and includes hybrid working options.
  • The firm specializes in Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a focus on client relationships.
  • Candidates should be looking for an opportunity that encourages career progression and professional development.
  • This role is ideal for someone with relevant experience in paraplanning and adviser support.

Paraplanner - Boutique Wealth Management Firm | £30,000 - £40,000 | Leatherhead, Hybrid A well-established Financial Planning firm seeks an ambitious Paraplanner to join their close-knit team. This firm specialises in providing high-quality advice on Pensions, Investments, Inheritance Tax Planning, and Wealth Management, with a strong focus on building long-term client relationships.You’ll work closely with the Principal Adviser, playing a key role in supporting client recommendations and helping to drive the firm’s growth. This is an excellent opportunity for someone looking to join a small but growing company where career progression and professional development are actively encouraged.What’s on offer:

  • £30,000 - £40,000 salary
  • Hybrid working
  • 25 days holiday + bank holidays
  • Life assurance (DIS)
  • A supportive and collaborative team culture
  • Path for development and promotion

What’s next?If you're interested in this paraplanning opportunity, apply today. One of our specialist consultants will be in touch to explore your experience, goals, and preferences before submitting your CV to the client. We’ll also highlight other roles that might align with your career path.Know someone who might be a fit? Refer them to us and receive £200 if we help them land a new role.Keywords: Paraplanning, Report Writing, Adviser Support, IFA, Financial Planning, Wealth Management, IFA Admin

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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.