Paraplanner

Paraplanner

Location: Surrey Remote/ Hybrid Working Available

Salary: £35,000 - £50,000 DOE

Type: Full-Time, Permanent

A well-established wealth management firm with over 40 years of history is looking to recruit an experienced Paraplanner to join its growing financial planning team.

With ambitious expansion plans and a strong reputation within the industry, this is an excellent opportunity for a technically capable paraplanner to join a collaborative environment where client outcomes and high-quality advice remain the primary focus.

The business operates across multiple jurisdictions and provides advisers with comprehensive support, allowing paraplanners to focus on delivering quality research, technical analysis and suitability reports.

The successful candidate will support advisers across a broad range of financial planning cases, assisting with both new business and ongoing client review work.

Key responsibilities include:

• Conducting research and technical analysis across pensions, investments, protection and retirement planning
• Preparing high-quality suitability reports and recommendation documents
• Supporting advisers with client review meetings and annual review processes
• Undertaking provider and product research
• Assisting with cashflow modelling and financial planning analysis
• Liaising with providers, advisers and support staff to progress cases efficiently
• Ensuring all work is completed in line with FCA and internal compliance requirements
• Maintaining accurate records and supporting client servicing activities

• Previous experience working as a Paraplanner within an IFA or Wealth Management firm
• Strong technical knowledge across pensions, investments and financial planning
• Excellent report-writing and research skills
• Level 6 qualified, Chartered, or working towards Chartered status preferred
• Strong organisational skills and attention to detail
• Ability to work both independently and collaboratively within a growing team
• Professional, client-focused approach

• Hybrid working arrangement
• Opportunity to join a respected and growing financial planning business
• Exposure to a broad range of complex financial planning cases
• Long-term career progression opportunities
• 5% employer pension contribution
• Increasing holiday entitlement with length of service
• Supportive and collaborative team environment

The firm is open to considering both experienced paraplanners and technically strong candidates looking to further develop their career within a high-quality financial planning environment.