Paraplanner – Hybrid (Study toward Chartered Status)

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

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.