Job Description
Paraplanner
Surrey – Thames Ditton
Up to £50k
Progression potential
This role is well suited to a candidate with 6 Months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm.
You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued. The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time.
While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual.
The Business
The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base.
It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume.
The Role
Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing.
You will be paired with the firms senior Advisor, completing all Report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required.
You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings.
Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies
The Benefits
* Salary up to £50k
* Quarterly bonus scheme based on company performance
* Pension
* 22 Holiday days + Christmas close
* Exam support
* Full-time, permanent position
* 37.5 hours per week
* Supportive and knowledgeable team environment
* Exposure to paraplanning and technical development
* Structured systems and clear processes
Apply
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.