Paraplanner

TN United Kingdom; Dorking; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading company in Dorking is seeking a skilled Paraplanner to join their team. The ideal candidate will be detail-oriented and results-driven, holding a CII Level 4 Diploma or equivalent. This hybrid role involves translating complex financial information into clear solutions for a select group of clients, including high-profile individuals. The company offers a supportive environment with opportunities for professional growth and generous benefits.

Benefits

Exam support and fee coverage

Opportunity to attend client meetings

Bonus and other benefits

Qualifications

• Experience producing technical suitability reports.
• Client-facing experience required.

Responsibilities

• Translating complex financial information into client solutions.
• Providing comprehensive financial planning advice.

Skills

Analytical Skills

Communication Skills

Education

CII Level 4 Diploma

Job description

Location

Dorking

Salary

£35,000 - £50,000

Type

Permanent

Workplace

Hybrid

Ref

88085

Recruiter Managing This Role

Paraplanner Surrey £40K - £50K

Job Description

We are seeking a skilled Paraplanner to join our client's team. If you are detail-oriented, results-driven, and hold a CII Level 4 Diploma or equivalent, this could be the ideal opportunity for you.

This role is well-suited for someone who excels in translating complex financial information into clear, actionable client solutions.

Our client offers straightforward financial planning advice with a personalised touch. They focus on providing comprehensive advice to a select group of clients, including musicians, professional athletes, TV personalities, and individuals with OBE and CBE honors.

Benefits

• Up to £50,000
• Hybrid working after probation
• Hours: 9am - 5pm
• Exam support and fee coverage
• Opportunity to attend client meetings
• Bonus and other benefits

Requirements

• Experience producing technical suitability reports
• Level 4 Diploma qualified (CII / CISI / LIBF)
• Strong analytical and communication skills, including client-facing experience

Apply today to be considered for this Paraplanner role. One of our specialist consultants will connect with you to discuss the opportunity in detail before submitting your CV to the client. During this conversation, we will aim to understand your specific skills and career goals, and where applicable, recommend other relevant roles that align with your profile.

Additionally, refer a friend or colleague to us and receive £200 if we successfully help them secure a new role.