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  • Surrey
  • Permanent
  • £40,000

Job details.

A respected name in the industry with over 45 years of experience is currently seeking a Paraplanner with a focus on report writing. Specializing in guiding clients through personal and business finance matters, the firm crafts tailored solutions to meet individual needs.

If you have experience in report writing and are looking for an opportunity to enhance your skills and knowledge while working towards qualification, this could be the perfect role for you.


  • Take the lead in delivering the financial planning proposition alongside Financial Planners.
  • Analyse clients' requirements, develop cash flow models, and maintain accurate records of client data.
  • Develop comprehensive financial planning solutions, covering areas such as investment, retirement, tax, and estate planning, utilizing computer models and reports.
  • Prepare correspondence and reports.
  • Engage with clients via telephone, letter, email, and face-to-face meetings.
  • Coordinate with administrative staff to ensure the timely preparation of required forms and keep clients updated throughout the process.
  • Collaborate with other professional advisers, such as solicitors and accountants, to implement agreed action plans.


  • Experience and strong knowledge of the wealth management sector
  • Must have report writing experience
  • While a Diploma qualification would be advantageous, it is not a mandatory requirement for this role

Their offer:

  • The firm offers a competitive salary of up to £40,000 plus benefits
  • Hybrid working model

This role offers a great opportunity to gain valuable experience working alongside experienced Financial Planners. If you are interested, please do not hesitate to apply immediately.


  1. Financial Services

Joseph Gorman

Managing Consultant

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