Formed in the 1980’s to provide independent wealth management advice and a bespoke service for both individual and corporate clients around the world due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, require an Experienced Paraplanner.

You will provide full support to the Consultants ensuring that all the relevant information is obtained from clients and work with the Paraplanners to produce detailed suitability reports. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.

You must possess technical knowledge covering Pensions and Investments and have experience of administration, business processing and annual reviews. experience of suitability reports would be beneficial. Progress with professional qualifications is required and you will receive full support to achieve Diploma Status if not already there. You will have strong IT and communications skills and the desire to further your career.

Looking for a MIN of 6 years paraplanning experience.

Must be Qualified, minimum Certificate in Paraplanning, preferably Level 4 /DipFA/DipPFS

Local to the office in Surrey

Hybrid preferred, rather than wholly remote, but could entertain for the right candidate.

£neg Salary, depending on experience.

Position available to start before the end of 2025.

This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development with a define path to full Paraplanning responsibilities

Sales Support, Paraplanner, Paraplanning, Pensions, Investments, IFA, Financial Planning, Wealth Management

Must be diploma qualified or working towards.

Salary neg dependant on qualifications and experience.

The role is hybrid either full or part-time.

Please apply on-line or contact Cameron James for more information.