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Permanent

Paraplanner

Thames Ditton
money-bag 50000.00-50000.00 Annual
3179924950
Posted 2 days ago

Paraplanner Surrey - Thames Ditton Up to £50k Progression potential This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual. The Business The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume. The Role Working closely with advisers and the wider paraplanning team, you will provide paraplanning and ..... full job details .....

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