Paraplanner job in Chertsey - formidable and highly respected business

The Specialists in Financial Services Recruitment

Job Details

Paraplanner Paraplanner
Reference ID: 789
  • Salary/OTESalary of £30,000 - £45,000
  • Vacancy LocationChertsey, Surrey
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you a Paraplanner looking to join a highly respected wealth management business based in Chertsey?

In your role as a Paraplanner, you will be supporting a formidable Principal Financial Advisor, as well as providing support to their other Financial Advisors. Your duties will include:

  • Provide technical research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Financial Advisor to present potential solutions to clients
  • Produce compliant and detailed client suitability reports
  • Assist in the management of client relationships
  • Produce regular client portfolio reviews, technical and industry updates with relevant commentary to support the proposition
  • Liaise on a proactive basis with the Financial Advisor to provide updates on cases

Paraplanner Requirements

  • You should be a current Paraplanner and supporting successful Financial Advisors
  • Ideally, you should have some industry qualifications and have the desire to achieve your DipFA / DipPFS
  • You must be local to Chertsey

The Company

This long-established Wealth Management firm has an impressive client bank, with assets under management over £250m and sums assured of over £500m. They have developed a team focused on providing high quality advice and support to their clients. The company will support your professional development and assist you towards achieving industry qualifications.

Paraplanner Benefits

  • Salary of £30,000 - £45,000 depending on experience
  • Plus company benefits include pension and health care (subject to passing probation)
  • Dynamic environment with great team working ethic
  • Fantastic opportunity to be within a high profile financial planning firm
  • Office based role with normal working hours (Monday to Friday, 9am – 5pm)


Chertsey, Surrey

Call us now on 0208 0044 154 or click Apply

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