Careers

Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey.

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 working together in the same office 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 examinations.

There are opportunities for career progression too!

We supplement a generous holiday entitlement with extra 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.

We have a vacancy for an experienced IFA administrator.

You should have at least two years’ experience working in an administration role within a financial planning firm, with experience of pensions and investments.

Experience with Adviser Office from Iress would be good, but not essential.

You will need excellent communication skills, both written and verbal. Confidence with IT and touch typing are also a must.

Our ideal candidate will be working within our team of administrators, supporting our paraplanners and financial planners by speaking to clients, processing new business applications and fund switching instructions, producing valuation reports, updating our back office system and helping with general office and administration tasks.

For the right individual, a competitive salary along with pension contribution, private medical insurance and study/training funding is available. There are excellent opportunities for career progression too.

In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.

We have a vacancy for an experienced Paraplanner to join our team.

You should be Diploma qualified and have at least 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, supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending 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 study/training funding is available.

In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.