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Antony George

This is an excellent opportunity for a career Paraplanner/technical specialist or someone already at or keen to move to a financial planner. This is a hands-on client facing role in which you will play an integral part in the team.

Duties and responsibilities

Your main duties will include (but not be limited to):

  • Product research
  • Technical research
  • Writing advice reports
  • Assisting in recommendations
  • Creating financial plans and attending client meetings.

The Company

Our client is a successful growing financial planning business based in Cheam, Surrey. They deliver holistic financial planning to a wide range of clients including individuals, companies and trusts.

The continued success and growth within the business means that they have a vacancy available for an experienced paraplanner to join the team. This role has arisen due to an increase in work on Defined Benefit Transfers.

What does the successful candidate look like?

The ideal candidate will have at least 3 years paraplanning experience be Level 4 Diploma qualified with AF3 or AF7 also.

Other skills include:

  • Excellent communication skills, both verbal and written.
  • Good IT skills, including Excel, Word and cashflow modelling.
  • Solution builder with ability to create excellent financial plans.
  • Strong understanding of taxation.
  • Keen eye for detail
  • Flexible and mature work ethic
  • Experience of Defined Benefit transfers

Salary & Benefits:

The successful candidate will receive a basic starting salary of £45,000 – £55,000. The package also includes a pension scheme, 4x death in service, Private Medical Insurance, a bonus scheme and flexible/home working benefits. Support and funding towards further industry relevant qualifications is provided also.

Location: Cheam, Surrey

Experience (Essential):  at least 3 years Paraplanning experience

Qualifications (Essential): Level 4 Diploma in Financial Planning or equivalent + AF3 or AF7

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!


    • Job type: Permanent, Full Time
    • Location: Cheam
    • Date posted:
    • Pay:££45,000 - ££55,000 per hour