Paraplanner

Stellar Select; East Horsley; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

5% pension

23 days holiday (28 with service)

Life Insurance

Death in Service

Income Protection

Health cash plan

Free parking onsite

Cycle to work scheme

Technology scheme

Electric car leasing scheme

Workplace nursery scheme

Exam and study support

Company social events

Job summary

Stellar Select, a respected independent financial planning firm, is recruiting a Paraplanner in Surrey on a hybrid basis with three days WFH. The role offers a competitive salary up to £50,000 depending on experience and open to higher salaries for exceptional candidates.

You'll work closely with Financial Planners to prepare tailored advice, undertake technical research, and produce high-quality, compliant reports while developing your professional qualifications with ongoing training.

Qualifications

• Minimum 3 years as Paraplanner in an IFA firm.
• Level 4 Diploma in Regulated Financial Planning (DipPFS) preferred.
• Strong research and report-writing skills for suitability reports.

Responsibilities

• Collaborate with Financial Planners to discuss client objectives.
• Research financial products and strategies to support recommendations.
• Prepare compliant suitability reports and letters.
• Gather illustrations and quotes from product providers.
• Maintain accurate client records and FCA-regulatory compliance.
• Support a smooth advice process and high client service.

Skills

Paraplanning

Report writing

Regulatory compliance

Research skills

Education

DipPFS or equivalent

Job description

Job Title: Paraplanner

Location: Surrey Hybrid 3 days WFH

Salary: Up to £50,000 depending on experience - Open to higher salaries

Hours: Monday to Friday 37.5 hours (can start between 8 am and 10 am)

Benefits

• 5% Contributory pension (5% contribution required)
• 23 days holiday, going up to 28 days
• Life Cover
• Death in Service
• Income Protection
• Health cash plan
• Free parking onsite
• Salary sacrifice funded benefits: Cycle to work, technology scheme, electric car leasing scheme, workplace nursery scheme etc
• Financial support for exams and study leave
• Company funded social events

About the position of Paraplanner

We have an exciting opportunity with an established and award-winning independent financial planning firm, founded in 2011, with a reputation for delivering high-quality, whole-of-market financial advice to both private and corporate clients.

Recognised in the FT Adviser Top 50 Boutique Firms for 2025, this business has continued to grow its business through a commitment to technical excellence, personal service and building long-term relationships with its clients.

The business prides itself on doing things differently, taking a genuinely holistic approach to financial planning and putting clients at the heart of everything they do. Their team combines extensive industry knowledge and expertise with a collaborative, down-to-earth culture where everyone is encouraged to contribute, share ideas and continually develop.

I am pleased to advise our client places real importance on its people, investing in ongoing training, professional qualifications and the development of its team. It's a business where individuals are valued, knowledge is shared and delivering the best possible outcomes for clients is a collective priority.

Responsibilities for the role of Paraplanner

• Work closely with Financial Planners, attending strategy meetings to discuss client objectives, financial circumstances and appropriate planning solutions.
• Research a range of financial products, investment funds and financial planning strategies to support tailored client recommendations.
• Prepare high-quality, clear and compliant suitability reports, recommendation letters and supporting client documentation.
• Obtain illustrations, quotations and supporting information from product providers to assist with the advice process.
• Support Financial Planners in developing holistic financial planning recommendations across pensions, investments, protection and trusts.
• Review client fact finds and supporting documentation, ensuring all information is accurate, complete and up to date.
• Undertake technical research to support recommendations and identify suitable solutions to meet individual client needs.
• Maintain accurate client records and ensure internal systems are updated promptly.
• Liaise with providers and third parties to obtain information and help progress client cases efficiently.
• Maintain up-to-date technical knowledge of financial products, legislation and regulatory requirements.
• Ensure all work meets FCA regulations, compliance requirements and the firm's internal quality standards.
• Work collaboratively with the wider team to ensure a smooth advice process and consistently high levels of client service.

Experience and skills required for the role of Paraplanner

• Paraplanning experience: At least 3 years' experience working within a Paraplanner role in an IFA firm, with a good understanding of the financial planning process and supporting Financial Planners.
• Professional qualifications: Ideally hold the Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent. Candidates currently working towards their Diploma and due to sit further examinations will also be considered.
• Technical knowledge: Good working knowledge across pensions, investments, protection and trusts, with the ability to research financial products, funds and planning strategies to support tailored client recommendations.
• Report writing and compliance: Proven experience preparing suitability reports, recommendation letters and supporting documentation, with a good understanding of FCA requirements and the importance of accurate, compliant financial advice.
• Personal skills: Excellent communication and IT skills, strong attention to detail and the ability to manage competing priorities. A friendly, organised and self-motivated team player with a genuine passion for delivering excellent client outcomes.