Technical Assistant / Junior Paraplanner - Esher

Artemis Recruitment Consultants; Esher; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A recruitment consultancy is seeking a Technical Assistant / Junior Paraplanner in Esher, Surrey. The role involves providing paraplanning and administrative support to wealth advisers, with potential for advancement into advisory roles. Candidates must have administrative experience and some qualifications in financial planning. The position allows for hybrid working with four days in the office.

Qualifications

• Previous administrative and paraplanning experience required.
• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate.
• Excellent IT skills and proficient in Microsoft Office.

Responsibilities

• Provide vital paraplanning support to the team of wealth advisers.
• Research products, financial planning solutions and investment strategies.
• Prepare recommendation reports for client meetings.
• Provide a high level of technical support.

Skills

Administrative experience

Paraplanning experience

IT skills

Familiarity with research systems

Education

Level 4 qualified in Financial Planning certificate

Tools

Cashcalc

Salesforce

FE Analytics

Job description

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Job Reference:

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Job Views:

31

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Technical Assistant / Junior Paraplanner - Esher

We are looking for a Technical Assistant / Junior Paraplanner for our clients based in Esher, Surrey. You will be providing vital paraplanning and administrative support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

This position will allow hybrid working - 4 days based in the office in Esher.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

If you would be interested in applying for this position, then please send a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Technical Assistant / Junior Paraplanner - Esher

We are looking for a Technical Assistant / Junior Paraplanner for our clients based in Esher, Surrey. You will be providing vital paraplanning and administrative support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

This position will allow hybrid working - 4 days based in the office in Esher.

Responsibilities:

• Provide vital paraplanning support to the team of wealth advisers

• Research products, financial planning solutions and investment strategies

• Prepare recommendation reports for client meetings

• Provide a high level of technical support

• Assist advisers with client management

• Provide advisers and clients with technical reports and information

• Ensure high worth investment transactions are carried out accurately

Experience and qualifications:

• Previous administrative and paraplanning experience required

• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate

• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)

• Experience of the Pension Switch market

• Experience of administration of IHT or Investment products

• Excellent IT skills and proficient in Microsoft Office

If you would be interested in applying for this position, then please send a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }