Recruit Wealth are delighted to be representing a highly successful & truly independent Financial planning business in Thames Ditton, Surrey. Our client provides a holistic advisory service across financial planning & wealth management and has an exciting opportunity for an experienced Paraplanner to support one of the Directors, delivering exceptional service to long standing clients.
The successful candidate will play a key role in client servicing, paraplanning, compliance, operational support and ensuring seamless execution of day-to-day activities.
Key Responsibilities
* Client Service & Relationship Support
* Assist with on-boarding new clients, including KYC/AML checks and account opening documentation
* Maintain up-to-date client files, investment mandates and regulatory records
* Respond to client queries with professionalism and accuracy
* Portfolio & Investment Administration
* Process investment instructions as instructed.
* Support preparation of portfolio valuations, performance reports, and investment proposals.
* Assisting IFA with research and running reports on FE
* Building suitability reports and preparing for client review meetings
* Organising fund values, LOAs and portfolio builds
* Operational & Financial Support
* Liaise with investment platforms to ensure accurate settlements and reconciliations, Process payments and transfers in a timely manner.
Compliance & Risk Management
* Ensure all processes comply with regulatory requirements.
* Conduct AML, KYC and due diligence checks in line with internal policies.
Administrative Support
* Diary management
* Provide general administrative support to advisors.
Skills & Competencies
* Familiarity with wealth management operations, compliance and client servicing.
* Excellent attention to detail and accuracy in handling sensitive financial information.
* Strong organizational and multitasking skills in a fast-paced environment.
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
* Excellent written and verbal communication skills.
All applications will be considered by those who can evidence at least 1 years Paraplanning experience and ideally already Diploma Level 4 qualified.
An excellent salary, staff benefits and a professional, collaborative working culture are all available.
Flex/Hybrid working will be offered following full training, to be discussed at interview.
Location: Thames Ditton, Surrey | Salary: £40000 - £50000 per year | Job type: Permanent | Posted: 23/02/2026
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