Paraplanner

Are you a detail-driven Paraplanner who loves bringing clarity, structure, and confidence to financial planning?Our client-an award-winning, client-centric IFA firm in Surrey-is expanding and looking for a skilled Paraplanner to join their highly respected advisory team.

This is a firm that genuinely values high-quality technical work. You'll collaborate closely with experienced Financial Planners, playing a pivotal role in crafting tailored financial plans across pensions, investments, protection, estate planning, and tax-efficient strategies. You'll be joining a stable, forward-thinking business where professional development is encouraged, ideas are welcomed, and your expertise is recognised from day one.

The detail

• A friendly, supportive, and knowledgeable team who care about doing things the right way.
• The chance to work with high-quality clients-and produce plans that genuinely make a difference.
• Full support toward further qualifications (including diploma and chartered progression).
• Modern systems, a paper-light workflow, and a firm that invests in your efficiency and wellbeing.
• Flexibility: enjoy a balanced hybrid model combining office collaboration and focused home working.

Your experience should include

• Previous experience as a Paraplanner within an IFA or wealth management environment.
• Strong technical knowledge spanning pensions, investments, and tax planning.
• Ability to produce clear, compliant research and suitability reports.
• Excellent attention to detail and a passion for getting things right.
• Comfortable liaising with advisers, clients, and providers to keep plans moving smoothly.

If you're a motivated Paraplanner looking to step into a role where your expertise is valued and your career can flourish, we'd love to hear from you.

Apply now to take the next step in your financial planning career with a firm that truly invests in its people.