Location
Esher
Salary £45000 - £50000 TypePermanent WorkplaceHybrid Ref89452
Recruiter Managing This Role
Senior Paraplanner Esher, Surrey
Free parking + great benefits
4 days a week onsite
Were currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Esher. This is a permanent, full-time opportunity offering a collaborative and professional environment.
As a key member of the technical team, youll work closely with advisers and administrators to deliver exceptional financial planning support across high-net-worth clients investments, pensions, tax, and estate planning. This role is ideal for someone who thrives in a detail-oriented, client-focused environment and enjoys being the go-to person for technical expertise.
Key Responsibilities
1. Deliver high-quality technical paraplanning support to ensure clients receive robust, compliant, and tailored financial strategies.
2. Collaborate with advisers to identify opportunities for effective financial planning and source appropriate solutions. Communicate with Administrators to deliver the advice process.
3. Prepare detailed financial plans and reports, including cashflow modelling, investment strategies, and technical calculations.
4. Conduct in-depth product research and comparisons using systems such as FE Analytics and Voyant.
5. Maintain ownership of cases from start to finish, ensuring all recommendations meet compliance and quality standards.
6. Support post-review case work, assist with client meeting preparation, and handle technical queries.
7. Stay up to date with changes in legislation, regulation, and internal templates/processes.
Skills & Experience
8. Minimum of 3 years paraplanning experience within a wealth management or SJP environment.
9. Level 4 Diploma qualified Chartered status desirable.
10. Strong knowledge of pensions, investments, IHT, and trusts.
11. Confident using research and financial planning tools (e.g. FE Analytics, Voyant).
12. Excellent attention to detail with strong analytical and numeracy skills.
13. Highly organised, proactive, and able to manage multiple priorities in a fast-paced setting.
Personal Attributes
14. Professional and client-focused with excellent communication skills.
15. Calm under pressure and comfortable handling complex technical information.
16. Collaborative team player with a positive and proactive attitude.
Benefits
17. 25 days of annual leave + bank holidays
18. 4% employer pension contribution (matched)
19. Discretionary performance-related bonus
20. Private medical insurance (after probation)
21. Exam support and paid study leave
22. Onsite parking
If youre an experienced Paraplanner seeking a senior-level role within a supportive and forward-thinking wealth management environment, wed love to hear from you.