Paraplanner - route to advisor Epsom £50k Salary + Benefits
THE OPPORTUNITY There are roles and then there are callings. This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set. THE BUSINESS This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James''s Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly. THE ROLE As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating ..... full job details .....
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