Paraplanner

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