Paraplanner

GTS Group Ltd; Weybridge; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company is seeking an experienced Paraplanner to join their dynamic team in Weybridge. The role involves conducting in-depth research, producing tailored reports, and supporting financial planning activities. Ideal candidates will have strong communication skills and relevant qualifications, with opportunities to engage in complex financial scenarios. This is a full-time position offering a supportive environment for professional growth.

Qualifications

• Proven experience as a Paraplanner in an IFA environment.
• Knowledge of pre and post-retirement planning, pension transfers, investments, taxation.

Responsibilities

• Conduct research and produce high-quality Recommendation and Strategy reports.
• Support Partners with pre and post-retirement planning and taxation.
• Ensure all advice meets compliance standards.

Skills

Research

Communication

Attention to Detail

Organisational Skills

Education

Level 4 qualification (Diploma in Financial Planning or equivalent)

Level 6 qualification

Tools

Assureweb

Defaqto

FE Analytics

Voyant

Job description

3 days ago Be among the first 25 applicants

This range is provided by GTS Group Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Paraplanner

Location: Weybridge

GTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.

Key Responsibilities:

• Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
• Ensure all advice meets compliance standards while maintaining a client-friendly approach.
• Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
• Keep up to date with industry regulations, best practices, and internal financial industry exams.
• Collaborate with colleagues to improve processes and share best practices.
• Provide regular workflow updates to ensure effective client management.
• Level 4 qualification (Diploma in Financial Planning or equivalent).
• Proven experience as a Paraplanner in an IFA environment.
• Strong research skills and ability to produce compliant, client-focused reports.
• Excellent communication, attention to detail, and organisational skills.
• Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
• Working towards or achieved Level 6 qualification.
• Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
• Familiarity with research tools such as Assureweb, Defaqto, FE Analytics, and Voyant.

Why Join?

• Work in a supportive and expert team environment.
• Engage with high-level, complex financial planning scenarios.

If you are a detail-oriented and proactive Paraplanner looking to enhance your career, we would love to hear from you. Apply today to take the next step in your financial services journey!

To apply please send your CV to [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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