Paraplanner - Join a Top-Performing Wealth Management Firm in Esher, £45,000 - £60,000

Location: Esher, Surrey | Established, Award-Winning IFA Firm

Are you a detail-driven Paraplanner ready to take your skills to the next level? Do you want to join a high-achieving, client-focused team that’s passionate about making a real impact? If yes — read on.

Why This Role Stands Out:

• Exceptional Reputation - We’re a trusted name in wealth management with nearly 30 years of success and a client base that grows organically through referrals.
• Career Progression - Whether you’re building toward Chartered status or seeking new technical challenges, we’ll support your growth every step of the way.
• Collaborative Culture - Join a team of experts who share knowledge, support each other, and put clients first — always.
• Balance & Flexibility - Enjoy a healthy mix of professional challenge and personal wellbeing in a flexible, empowering environment.

What You'll Be Doing:

In this pivotal Paraplanner role, you'll partner closely with our financial advisers to deliver first-class planning support and technical insight. You'll be responsible for:

• Researching pensions, investments, and tax-efficient strategies
• Producing accurate, compliant suitability reports
• Supporting the construction of personalised financial plans
• Liaising with providers and maintaining first-rate client records
• Staying up to date with legislation and product developments

What We’re Looking For:

• Proven experience as a Paraplanner in an IFA or wealth management environment
• Strong understanding of financial products, tax planning, and regulatory requirements
• Ideally Diploma Level 4 qualified (or close to completion)
• Clear communicator with sharp attention to detail and proactive attitude

This is a fantastic opportunity for a professional Paraplanner who thrives in a fast-paced, intellectually rewarding setting — and wants to be part of something bigger than just a 9-5.

Apply now to Ryan at Financial Divisions with your CV and a brief introduction.

Be the Paraplanner that helps us shape the future of financial advice.