Paraplanner - Cheam, Surrey - Office-Based - £45k-£60k

Looking for more than just report writing?

This role puts you at the heart of client relationships, working alongside four experienced Advisers in a respected Chartered Wealth Management firm - and offers a clear pathway to becoming an IFA yourself.

If you're ambitious, technically strong, and ready to get closer to clients, this could be your next big step.

Why This Role?

• Client-Facing - Sit in on meetings, shape advice, and become a trusted partner to Advisers.
• Career Progression - Structured development and mentoring to step into an Adviser role when you're ready.
• Reputable Firm - Nearly 30 years of success, client growth through referrals, and a values-driven approach.
• Team Environment - Work closely with a collaborative group of 4 Advisers.
• Office-Based - Be fully embedded in the team with 5 days a week in the office.

What You'll Do

• Research pensions, investments, IHT and tax strategies
• Draft clear, compliant suitability reports
• Build financial plans in partnership with Advisers
• Support client reviews and ongoing planning work
• Join client meetings and contribute to holistic advice
• Stay current with legislation and regulatory updates

About You

• Experienced Paraplanner within an IFA or wealth management setting
• Strong technical knowledge across pensions, investments & tax planning
• Diploma Level 4 qualified (or working towards)
• Excellent communication skills - written, verbal, and client-facing
• Proactive mindset and a genuine interest in progressing into advice

What's On Offer

• £45,000 - £60,000 basic salary (DOE)
• Direct pathway into Financial Advice
• Hands-on mentoring from 4 experienced Advisers
• Office-based role in Cheam, Surrey (no hybrid working)
• Supportive, growth-focused environment with real progression

Ready to Step Up?

If you're a Paraplanner who wants to be closer to clients and ultimately progress into an Adviser role, this is your chance to join a forward-thinking, client-first firm with a proven track record of developing talent.

Apply with your CV to Ryan at Financial Divisions