Job Title: Paraplanner
Location: Surrey Hybrid 3 days WFH
Salary: Up to £50,000 depending on experience - Open to higher salaries
Hours: Monday to Friday 37.5 hours (can start between 8 am and 10 am)
Benefits:
5% Contributory pension (5% contribution required)
23 days holiday, going up to 28 days
Life Cover
Death in Service
Income Protection
Health cash plan
Free parking onsite
Salary sacrifice funded benefits: Cycle to work, technology scheme, electric car leasing scheme, workplace nursery scheme etc
Financial support for exams and study leave
Company funded social eventsAbout the position of Paraplanner:
We have an exciting opportunity with an established and award-winning independent financial planning firm, founded in 2011, with a reputation for delivering high-quality, whole-of-market financial advice to both private and corporate clients.
Recognised in the FT Adviser Top 50 Boutique Firms for 2025, this business has continued to grow its business through a commitment to technical excellence, personal service and building long-term relationships with its clients.
The business prides itself on doing things differently, taking a genuinely holistic approach to financial planning and putting clients at the heart of everything they do. Their team combines extensive industry knowledge and expertise with a collaborative, down-to-earth culture where everyone is encouraged to contribute, share ideas and continually develop.
I am pleased to advise our client places real importance on its people, investing in ongoing training, professional qualifications and the development of its team. It's a business where individuals are valued, knowledge is shared and delivering the best possible outcomes for clients is a collective priority.
Responsibilities for the role of Paraplanner:
Work closely with Financial Planners, attending strategy meetings to discuss client objectives, financial circumstances and appropriate planning solutions.
Research a range of financial products, investment funds and financial planning strategies to support tailored client recommendations.
Prepare high-quality, clear and compliant suitability reports, recommendation letters and supporting client documentation.
Obtain illustrations, quotations and supporting information from product providers to assist with the advice process.
Support Financial Planners in developing holistic financial planning recommendations across pensions, investments, protection and trusts.
Review client fact finds and supporting documentation, ensuring all information is accurate, complete and up to date.
Undertake technical research to support recommendations and identify suitable solutions to meet individual client needs.
Maintain accurate client records and ensure internal systems are updated promptly.
Liaise with providers and third parties to obtain information and help progress client cases efficiently.
Maintain up-to-date technical knowledge of financial products, legislation and regulatory requirements.
Ensure all work meets FCA regulations, compliance requirements and the firm's internal quality standards.
Work collaboratively with the wider team to ensure a smooth advice process and consistently high levels of client service. Experience and skills required for the role of Paraplanner:
Paraplanning experience: At least 3 years' experience working within a Paraplanner role in an IFA firm, with a good understanding of the financial planning process and supporting Financial Planners.
Professional qualifications: Ideally hold the Level 4 Diploma in Regulated Financial Planning (DipPFS) or equivalent. Candidates currently working towards their Diploma and due to sit further examinations will also be considered.
Technical knowledge: Good working knowledge across pensions, investments, protection and trusts, with the ability to research financial products, funds and planning strategies to support tailored client recommendations.
Report writing and compliance: Proven experience preparing suitability reports, recommendation letters and supporting documentation, with a good understanding of FCA requirements and the importance of accurate, compliant financial advice.
Personal skills: Excellent communication and IT skills, strong attention to detail and the ability to manage competing priorities. A friendly, organised and self-motivated team player with a genuine passion for delivering excellent client outcomes.For more information regarding the role of Paraplanner, please contact us. Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful.
We aim to contact all successful contacts within two business days
