Paraplanner

Job Title: Paraplanner Location: Surrey Hybrid 3 days WFH Salary: Up to £50,000 depending on experience - Open to higher salaries Hours: Monday to Friday 37.5 hours (can start between 8 am and 10 am)

Benefits

5% Contributory pension (5% contribution required) 23 days holiday, going up to 28 days Life Cover Death in Service Income Protection Health cash plan Free parking onsite Salary sacrifice funded

benefits

Cycle to work, technology scheme, electric car leasing scheme, workplace nursery scheme etc Financial support for exams and study leave Company funded social eventsAbout the position of Paraplanner: We have an exciting opportunity with an established and award-winning independent financial planning firm, founded in 2011, with a reputation for delivering high-quality, whole-of-market financial advice to both private and corporate clients.

Recognised in the FT Adviser Top 50 Boutique Firms for 2025, this business has continued to grow its business through a commitment to technical excellence, personal service and building long-term relationships with its clients.

The business prides itself on doing things differently, taking a genuinely holistic approach to financial planning and putting clients at the heart of everything they do. Their team combines extensive industry knowledge and expertise with a collaborative, down-to-earth culture where everyone is encouraged to contribute, share ideas and continually develop.

I am pleased to advise our client places real importance on its people, investing in ongoing training, professional qualifications and the development of its team. It's a business where individuals are valued, knowledge is shared and delivering the best possible outcomes for clients is a collective priority.

Responsibilities for the role of Paraplanner: Work closely with Financial Planners, attending strategy meetings to discuss client objectives, financial circumstances and appropriate planning solutions. Research a range of financial products, investment funds and financial planning strategies to support tailored client recommendations.

Prepare high-quality, clear and compliant suitability reports, recommendation letters and supporting client documentation. Obtain illustrations, quotations and supporting information from product providers to assist with the advice process.

Support Financial Planners in developing holistic financial planning recommendations across pensions, investments, protection and trusts. Review client fact finds and supporting documentation, ensuring all information is accurate, complete and up to date.

Undertake technical research to support recommendations and identify suitable solutions to meet individual client needs. Maintain accurate client records and ensure internal systems are updated promptly. Liaise with providers and third parties to obtain information and help progress client cases efficiently. Maintain up-to...

Report this job