Paraplanner

Financial Divisions; Reigate; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Bonus structure

Study support towards Chartered status

Hybrid working after onboarding

Job summary

Financial Divisions in Reigate is seeking a Paraplanner who is studying towards their Level 4 Diploma. You will support advisers with end-to-end report writing, cashflow modelling and preparing recommendations for retirement, pensions and investments.

Initially office-based with hybrid work after onboarding, the role offers a £35k-£45k base salary plus discretionary bonuses and a structured study package toward Chartered status, with clear opportunities for progression within a boutique firm.

Qualifications

• 18 months paraplanning experience required.
• Studying towards Level 4 Diploma for Chartered status.
• End-to-end report writing and cashflow modelling experience.
• Assisting advisers with annual reviews.
• Office-based to start, then hybrid after onboarding.

Responsibilities

• Prepare end-to-end client reports for adviser review.
• Support cashflow modelling and investment/protection recommendations.
• Assist with annual reviews and client meetings.

Skills

Paraplanning

Cashflow modelling

Report writing

Education

Level 4 Diploma (in progress)

Tools

Fusion

Abrdn

AJ Bell

Cashcalc

FE Analytics

Job description

£35k - £45k basic salary + discretionary bonuses

Reigate/ Redhill (Surrey) - hybrid working after onboarding

Full study support package towards level 4 diploma and chartered status

My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts and some Protections to clients across the UK, but mainly London and Southeast based. The business has approximately 10 staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £400k - multiple millions. Many staff began as administrators and have progressed onwards to become paraplanners and also advisers, so there is demonstrable track record of career progression The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.

The Managing Director is seeking a Paraplanner who is studying towards their level 4 diploma. 18 months of paraplanning experience is required and the role will involve end to end report writing, compiling advice with the advisers, cashflow modelling work and assisting with annual reviews. You will have support from a dedicated Team Leader and experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £45k basic salary depending on your experience levels. The Director would like someone to be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. Knowledge of Fusion, Abrdn, AJ Bell platforms or Cashcal and FE Analytics will be helpful.