Paraplanner
Listed on 2026-09-11
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Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Advisor / Consultant
Paraplanner
Location: Reigate, Surrey
Salary: Up to £60,000
Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop?
We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment.
The Role
As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients.
You'll enjoy a varied role where you'll be involved in:
- Preparing suitability reports and technical documentation.
- Conducting research across pensions, investments and protection products.
- Producing financial analysis and supporting recommendations.
- Preparing post-meeting documentation, including fund switches and withdrawals.
- Liaising with providers and third parties to obtain policy information.
- Managing your ow...
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