Paraplanner

ParaplannerLocation: Reigate, Surrey Salary: Up to £60,000 Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. The RoleAs a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You'll enjoy a varied role where you'll be involved in: • Preparing suitability reports and technical documentation. • Conducting research across pensions, investments and protection products. • Producing financial analysis and supporting recommendations. • Preparing post-meeting documentation, including fund switches and withdrawals. • Liaising with providers and third parties to obtain policy information. • Managing your own workflow while ensuring deadlines are met. • Supporting advisers with client queries and ongoing servicing requirements. • Working collaboratively with the wider client support and operations teams. • Contributing to business projects and regulatory initiatives where required. About YouWe're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment. You'll ideally have: • Previous experience in a Paraplanning or Senior Financial Planning Administrator role. • Strong knowledge of pensions, investments and financial planning products. • Experience preparing suitability reports and conducting technical research. • Excellent communication and organisational skills. • High attention to detail and the ability to manage multiple priorities. • A proactive approach with a genuine commitment to delivering excellent client outcomes. • Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous. What's on Offer? • Salary up to £60,000 depending on experience. • Supportive and collaborative working environment. • Excellent opportunities for continued professional development. • Exposure to complex financial planning cases. • Long-term career progression within an established and growing business. If you're looking to join a quality-focused financial planning firm where you can further develop your technical skills and make a real impact, we'd love to hear from you.