Paraplanner

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 events

About 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.