Senior Paraplanner

Job Title: Paraplanner Location: Surrey Salary: Up to £60,000 Benefits: 25 days holiday (plus additional entitlement with service), employer pension contribution, private medical insurance for employee and partner, death in service cover, exam funding and professional fee support, 3 days study leave, flexi-time/TOIL scheme, hybrid working (following probation). About the Company: Our client is a highly respected financial planning business that forms part of a larger, long-established financial services group. With a reputation built on technical excellence, client service, and long-term stability, the firm offers the resources of a larger organisation whilst maintaining the collaborative culture of a close-knit wealth management team. The business continues to grow through organic development and client book acquisitions, creating excellent long-term career opportunities for ambitious financial planning professionals. Role Summary: An experienced Paraplanner is sought to support a team of Financial Advisers through technical research, report writing and financial planning support. Working alongside highly qualified technical specialists, including Fellowship-level professionals, you'll have the opportunity to further develop your expertise within a supportive environment that actively invests in professional development. This can be a Senior Paraplanning opportunity for someone who wants to become a highly qualified technical subject matter expert, or a route into financial advice for those with longer-term ambitions to become an Adviser. Key Responsibilities: • Prepare high-quality suitability reports and recommendations that support positive client outcomes. • Conduct research across pensions, investments, protection and retirement planning solutions. • Analyse client circumstances and develop appropriate planning strategies. • Work closely with advisers, administrators and technical specialists to progress client cases efficiently. • Support ongoing client review processes and recommendations. • Ensure all work meets regulatory and internal compliance standards. Requirements: • Diploma qualified (Level 4 Financial Planning or equivalent). • Experience working as a Paraplanner within a financial planning environment. • Strong technical knowledge across pensions, investments and financial planning. • Ability to write suitability reports independently. • Excellent communication and analytical skills. • Working towards Advanced Diploma or Chartered status would be advantageous. If this role isn’t quite right, it’s still worth speaking to one of our specialist team — we may be working on something that hasn’t hit the market yet.