Paraplanner in Farnham, Surrey

Are you an experienced Paraplanner tired of traditional, red-tape financial advisory firms? Looking for a workplace that actually embraces modern technology, prioritises work-life balance, and puts genuine client care at the heart of everything?

I am working with a forward-thinking, financial planning firm based in the heart of Farnham, who are looking for a ambitious Paraplanner to join thier growing team.

Why You’ll Love Working Here

• Work Environment: A collaborative, modern, and supportive culture where your voice and ideas genuinely matter.

• Flexibility: Modern work style with hybrid working options once settled into the role.

• Career Growth: Clear progression paths tailored to your goals—whether you want to master technical paraplanning or transition into an Advisory role. 

• Competitive Package: Excellent starting salary (commensurate with experience), strong pension contribution, generous holiday allowance, and regular team socials.

The Role

Working alongside our Senior Financial Planners and Advisers, you will play a crucial part in delivering high-quality, holistic financial planning to our high-net-worth clients.

• Drafting comprehensive, tailored Suitability Reports across investments, pensions, inheritance tax, and estate planning.

• Conducting thorough technical research and provider analysis.

• Preparing client cash-flow models using modern planning software.

• Attending client meetings alongside Financial Planners where appropriate to capture technical requirements.

• Ensuring all compliance requirements and regulatory standards are consistently met.

What We’re Looking For

• Experience: Minimum 2+ years of experience working as a Paraplanner within an IFA or wealth management firm.

• Mindset: Proactive, tech-savvy, and enthusiastic about modern, cash-flow-driven financial planning.

• Skills: Excellent technical knowledge, sharp attention to detail, and top-tier written communication skills.