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An excellent opportunity has arisen for an experienced Paraplanner to join a well-established financial advisory firm in Cheam. Recently acquired by a leading national advisory practice, the firm is expanding and looking for a skilled professional to support their financial planners.
Role Overview
As a Paraplanner, you will be part of a regional team supporting financial planners by conducting in-depth financial analysis, preparing reports, researching investment opportunities, and ensuring compliance with industry regulations. Senior Paraplanners will also handle complex reports, engage directly with clients, mentor junior team members, and manage workflows effectively.
Key Benefits
- Salary: £45,000 to £48,000
- Holiday: 28 days + bank holidays
- Private Medical Insurance (PMI) for individuals
- Matched 5% pension contribution
- Hybrid working (as few as 1-3 days per month in the office dependent on experience)
- Discretionary bonus scheme
Key Responsibilities
- Conduct financial analysis, assessing clients’ income, expenses, and goals
- Prepare comprehensive financial planning reports (investment analysis, retirement, tax planning, risk management, etc.)
- Communicate with clients to gather financial information and clarify objectives
- Ensure compliance with industry regulations and best practices
- Research investment products and financial strategies to support recommendations
- Assist financial planners with portfolio construction and asset allocation
- Maintain accurate client records and documentation
Skills & Experience Required
- Fully qualified Paraplanner
- High attention to detail and accuracy
- Proficiency in Intelligent Office (iO), Excel, and financial research tools
- Strong written and verbal communication skills
- Ability to work under pressure and meet deadlines
- Team player with mentoring/coaching experience (for senior paraplanners)
- Desirable: Broad knowledge of the financial services industry and experience implementing new processes
This is a fantastic opportunity for an experienced Paraplanner looking to develop their career within a growing, well-respected financial advisory firm. The role offers excellent flexibility, competitive benefits, and the chance to work as part of a knowledgeable and supportive team. If you are seeking a new challenge in a dynamic and client-focused environment, we would love to hear from you.
