We have a vacancy for a Paraplanner to join the Informed Choice team.

Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.

Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.

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 team of 15 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 relevant examinations.

There are opportunities for career progression too! In the past two years, we’ve promoted three of our 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 annual boat trip, 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.