3 days ago Be among the first 25 applicants
This range is provided by GTS Group Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Paraplanner
Location: Weybridge
GTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.
Key Responsibilities:
* Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
* Ensure all advice meets compliance standards while maintaining a client-friendly approach.
* Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
* Keep up to date with industry regulations, best practices, and internal financial industry exams.
* Collaborate with colleagues to improve processes and share best practices.
* Provide regular workflow updates to ensure effective client management.
* Level 4 qualification (Diploma in Financial Planning or equivalent).
* Proven experience as a Paraplanner in an IFA environment.
* Strong research skills and ability to produce compliant, client-focused reports.
* Excellent communication, attention to detail, and organisational skills.
* Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
* Working towards or achieved Level 6 qualification.
* Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
* Familiarity with research tools such as Assureweb, Defaqto, FE Analytics, and Voyant.
Why Join?
* Work in a supportive and expert team environment.
* Engage with high-level, complex financial planning scenarios.
If you are a detail-oriented and proactive Paraplanner looking to enhance your career, we would love to hear from you. Apply today to take the next step in your financial services journey!
To apply please send your CV to alice.w@gts-search.com
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
Referrals increase your chances of interviewing at GTS Group Ltd by 2x
Sign in to set job alerts for “Paraplanner” roles.
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 3 months ago
London, England, United Kingdom 2 months ago
London, England, United Kingdom 2 months ago
Asset & Wealth Management - Administrative Assistant - London
London, England, United Kingdom 1 week ago
London, England, United Kingdom 2 days ago
Amersham, England, United Kingdom 4 days ago
London, England, United Kingdom 1 day ago
London, England, United Kingdom 2 weeks ago
London, England, United Kingdom 5 days ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 1 month ago
City Of London, England, United Kingdom £55,000.00-£65,000.00 3 weeks ago
Wealth Management - Administrative Assistant - London
London, England, United Kingdom 1 week ago
London, England, United Kingdom 1 month ago
London, England, United Kingdom 1 month ago
Reading, England, United Kingdom 2 weeks ago
City Of London, England, United Kingdom £40,000.00-£47,000.00 4 days ago
Reading, England, United Kingdom 1 month ago
Epsom, England, United Kingdom £35,000.00-£55,000.00 20 hours ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr