• Shortlist
Location Surrey , Surrey
Sector Financial Services
Salary £30,000 - £40,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 52520

This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based out of their Surrey offices. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.

The Role:

This unique opportunity is a paraplanning role in which the chosen candidate will report directly to a Financial Planner with an expansive client bank assisting them throughout the entire client process, from the early client correspondence stage, through the suitability report writing and supervising the administrative staff to ensure a smooth client process.


Preparing client reports – these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.

Handling both client and adviser queries and undertaking any necessary research.

Reviewing products available to meet client needs and making appropriate recommendation.

Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.

Ensuring all paperwork is compliant with FCA guidelines.

Continuing professional knowledge and learning.


What’s needed for me to be considered?

  • You will ideally have attained the Diploma in Financial Planning, or currently be working towards
  • Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
  • Ideally you will have a degree of pension transfer experience, due to the company dealing largely with Defined Benefit transfer cases.  

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.