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shearwater recruitment limited; Gerrards Cross; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

Our client, an established financial planning firm, is seeking an experienced Technical Specialist (Paraplanner) to take over from a retiring senior technical specialist at end of 2026. The role is hybrid and mostly home-based, with office attendance in Gerrards Cross at least once a month.

You will write suitability reports and support advisers with technical queries and research. There is also scope to join advisers in client meetings where it helps.

Qualifications

• Proven paraplanning experience in a financial planning environment.
• Ability to translate complex financial information into clear suitability reports.
• Strong research skills and attention to regulatory detail.

Responsibilities

• Write and maintain suitability reports for clients.
• Support advisers with technical queries and ongoing research.
• Join advisers in client meetings when appropriate to provide technical input.

Skills

Paraplanning

Suitability reports

Financial research

Client meetings

Job description

Our client, an established financial planning firm, is looking for an experienced Technical Specialist (Paraplanner) to take over from a senior technical specialist who retires at the end of 2026.

You will write suitability reports and support the advisers with technical queries and research. The firm uses discretionary fund managers, so the role does not involve investment management. There is also scope to join advisers in client meetings where it helps.

The role is hybrid and mostly home-based, with office attendance in Gerrards Cross at least once a month.

Salary: £40,000 to £55,000, negotiable for the right candidate.