Paraplanner
Dorking, hybrid working
Up to £45,000
We are delighted to be recruiting for an experienced Paraplanner to join a well-established and highly regarded Financial Services firm in Dorking. The business is known for delivering high-quality financial planning and investment management services to a loyal and growing client base.
Due to continued expansion (70% increase), our client is seeking a skilled Paraplanner to provide dedicated technical support. This is a key role within the business, offering the opportunity to work closely with advisers while producing suitability reports, recommendations, and supporting complex client queries.
You will be part of a collaborative and forward-thinking team environment where professional development is actively encouraged, and career progression is genuinely supported.
To be considered for this paraplanner position:
- Level 4 Diploma qualified (or actively working towards it)
- Previous experience within a Financial Planning or IFA practice
- Strong communication and organisational skills
- Strong knowledge of investment and pension products
- Excellent IT literacy, ideally with experience using IO, Voyant and FE Analytics
What’s on Offer:
- Competitive salary up to £45,000
- Hybrid working (1 day per week from home)
- Supportive and collaborative team culture
- Ongoing professional development and support with further qualifications
- Modern offices in a convenient Dorking location
Apply today – This is an excellent opportunity to join a growing, ambitious firm where your contribution will be valued and your career can develop.
If this role isn’t quite right but you’re exploring opportunities within Financial Planning, please still get in touch for a confidential discussion.
We also offer a £200 referral reward if we assist someone you recommend in securing a new position.