Paraplanner
Location: Dorking, Surrey (hybrid working, 1 day per week from home). Salary: £38,000 – £45,000 per annum. Employment type: Permanent. Job ID: 90471.
We are delighted to be recruiting an experienced Paraplanner to join a well‑established, highly regarded Financial Services firm in Dorking. The business delivers high‑quality financial planning and investment management services to a loyal, growing client base. Due to continued expansion (70% increase), our client seeks a skilled Paraplanner to provide dedicated technical support, working closely with advisers to produce suitability reports, recommendations, and support complex client queries.
Qualifications
* Level 4 Diploma qualified (or actively working towards it)
* Previous experience within a Financial Planning or IFA practice
* Strong communication and organisational skills
* Strong knowledge of investment and pension products
* Excellent IT literacy, ideally with experience using IO, Voyant and FE Analytics
Benefits
* Competitive salary up to £45,000
* Hybrid working (1 day per week from home)
* Supportive and collaborative team culture
* Ongoing professional development and support with further qualifications
* Modern offices in a convenient Dorking location
We also offer a £200 referral reward if we assist someone you recommend in securing a new position.
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