We have a vacancy for an experienced Paraplanner to join our award-winning team as the business continues to grow.
You should be (at least) Diploma qualified and have at least a minimum of two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within our existing Paraplanning team in Cranleigh (or at our new office in Petersfield), supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending some client meetings.
Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and fully funded study/training is available.
This role can either be based at our Head Office in Cranleigh or our new office in Petersfield. Applications from candidates local to either location are encouraged.
In the first instance, please email firstname.lastname@example.org in confidence to find out more. No agents at this stage, please.
Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey and Petersfield, Hampshire.
We help people find answers to the big financial questions in life, leading a meaningful life as a result.
We’re a relatively small team of 14 in total, working together across three smaller teams; Financial Planners, Paraplanners and Administrators.
Our employees consistently tell us this is a great place to work!
In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and associated examinations.
There are opportunities for career progression too! In the past two years, we have promoted three Paraplanners into Financial Planning roles.
We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties.
If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.