Paraplanner

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Posted 8 days ago, valid for 6 days

Weybridge, Surrey KT130BZ

Full Time

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Sonic Summary

A well-established Wealth Management firm in Surrey is seeking an experienced Paraplanner to join their team.
The role offers a hybrid working arrangement and a competitive salary.
Applicants should have previous experience as a Paraplanner in a wealth management or IFA environment, along with a Level 4 Diploma qualification or higher.
Strong technical knowledge, attention to detail, and effective communication skills are essential for this position.
The firm is particularly interested in candidates who can start within a month, although all qualified applicants are welcome to apply.

Hybrid working
Great salary
Well-established Wealth Management firm

A well-established Wealth Management firm in Surrey is looking to expand its team with an experienced Paraplanner. This role offers a hybrid working arrangement and the opportunity to work within a professional and collaborative environment, supporting highly regarded financial planners. The position involves providing technical support across the financial planning process, including research, analysis, and the preparation of suitability reports. Responsibilities will also include liaising with financial planners, providers, and clients to ensure seamless service delivery, while ensuring regulatory requirements are met. Strong technical knowledge, attention to detail, and the ability to communicate complex information clearly will be important in this role. Applicants should have previous experience as a Paraplanner within a wealth management or IFA environment. A Level 4 Diploma qualification (or higher qualifications) is required, along with a solid understanding of financial planning and investment products. A methodical approach, analytical mindset, and confidence using financial planning software will be key. We are particularly keen to hear from individuals available to start within a month, though we welcome applications from all qualified candidates.

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