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  • Surrey
  • Permanent
  • 40000

Job details.

With a commitment to excellence in financial services, a well-established and highly respected wealth planning company located in Reigate are seeking a Paraplanner to join their dedicated team and working alongside their lead Financial Planner.

Key Responsibilities:

  • Collaborate with Financial Advisers to conduct research and analysis for client needs.
  • Prepare Financial Plans and Suitability Reports.
  • Assist in organizing and conducting client annual review meetings.
  • Execute trades and handle new business submissions efficiently.
  • Act as the primary point of contact for technical queries from clients and external parties.
  • Perform various financial calculations, including Annual Allowance, Tapered Annual Allowance, carry forward, CGT, and IHT.
  • Utilize cash flow modeling techniques.
  • Conduct fund research to support adviser recommendations.
  • Play a role in key projects such as the Consumer Duty initiative.
  • Mentor and provide training to paraplanners and client support staff.
  • Collaborate closely with the team for effective workflow and resource management.
  • Independently manage your tasks and responsibilities.

Qualifications & Experience:

  • Level 4 Diploma Qualified.
  • Minimum of 3 years' experience in a similar Paraplanning role.
  • Strong report writing and investment market research experience.
  • Exceptional attention to detail.
  • Ability to work efficiently in a fast-paced environment and meet specific deadlines.
  • Proven track record of building strong client relationships.
  • Proficient in database management and tracking systems.

Skills & Abilities:

  • Outstanding administration skills.
  • Excellent communication skills, both written and verbal.
  • Strong planning and organizational skills.
  • Positive attitude towards change and a willingness to embrace new challenges.
  • Ability to remain composed under pressure and effectively multitask.
  • Proactive problem-solving mindset and a sense of accountability.
  • Discretion in handling confidential and sensitive information.


  • Proficiency in Microsoft Office programs.
  • Strong technical knowledge and understanding of various financial products.
  • Familiarity with Annual Allowance, Tapered Annual Allowance, carry forward, CGT, and IHT calculations.
  • Experience with financial tools like FE Analytics, Cashcalc, and forecasting.


  • Competitive salary (£35,000 - £40,000 per annum - flexible).
  • Hybrid working model.
  • Opportunity to join a highly respected wealth management company.
  • Clear career development and growth prospects.
  • Collaborative and supportive work environment.

An excellent opportunity to join a friendly local financial advisory practice with a real client centric focus offering a positive and flexible working environment.


  1. Financial Services

Michael Groves

Founder & Key Account Manager

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