Paraplanner - Shape the Future of Advice with a Leading IFA Firm - Epsom, Surrey - £45,000

Award-Winning Wealth Management Practice

Are you an experienced Paraplanner looking for your next professional challenge? Want to join a progressive, highly respected firm where your expertise is genuinely valued and your career can flourish? If so, this could be the opportunity you've been waiting for.

Why You'll Love Working Here

A Reputation for ExcellenceWith nearly three decades of industry success and a loyal client base built on referrals, this firm has become synonymous with quality, trust, and results.

Career Development That WorksWhether you're progressing toward Chartered status or eager to deepen your technical expertise, you'll have the resources, mentorship, and encouragement you need.

A Culture That CaresJoin a tight-knit, collaborative team where knowledge-sharing is second nature, and everyone is committed to putting clients first.

Flexibility & BalanceWork in a way that suits your life. This firm offers a supportive environment that understands the value of work-life balance.

Your Role in the Team

As a Paraplanner, you'll be the right-hand support to the advisory team - bringing insight, diligence, and structure to the planning process. Your work will help ensure clients receive advice that is not only suitable but exceptional.

Your responsibilities will include:

• Conducting in-depth research into pensions, investments, and tax strategies
• Writing accurate, compliant suitability reports
• Helping craft bespoke financial planning solutions
• Engaging with providers and maintaining meticulous records
• Keeping pace with industry changes and regulatory updates

What You'll Bring

• Solid paraplanning experience within a financial planning or IFA environment
• A good grasp of tax planning, investment solutions, and compliance frameworks
• Diploma Level 4 qualified (or working toward it)
• Detail-oriented, curious, and confident in your communication

This is more than just another Paraplanner job - it's a chance to be part of a high-performing firm where your voice matters and your career can thrive.

Ready to find out more?Email Ryan at Financial Divisions with your CV and a short intro.