https://jobs.co.uk/job/paraplanner-financial-divisions--0cd58482-f53c-4e69-9f89-992f8b54e13d RSS feed for Paraplanner at Financial Divisions. en-gb Thu, 16 Jul 2026 22:07:08 GMT https://jobs.co.uk/job/paraplanner-financial-divisions--0cd58482-f53c-4e69-9f89-992f8b54e13d https://jobs.co.uk/job/paraplanner-financial-divisions--0cd58482-f53c-4e69-9f89-992f8b54e13d Thu, 16 Jul 2026 11:52:25 GMT Location: Leatherhead | Salary: 40000.00-40000.00 Annual | Type: Permanent | Paraplanner vacancy Boutique Wealth Management FirmWorking with HNW and UHNW clientsLeatherhead Offices (Surrey)Up to £45k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £18m invested. Total AUM for the business is £300m with an ambition to grow this to £500m. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible fo... Permanent