Paraplanner

Location: Reigate, Surrey

Salary: Up to £60,000

Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop?

We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Reigate that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment.

As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients.

You'll enjoy a varied role where you'll be involved in:

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• Preparing suitability reports and technical documentation.
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• Conducting research across pensions, investments and protection products.
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• Producing financial analysis and supporting recommendations.
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• Preparing post-meeting documentation, including fund switches and withdrawals.
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• Liaising with providers and third parties to obtain policy information.
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• Managing your own workflow while ensuring deadlines are met.
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• Supporting advisers with client queries and ongoing servicing requirements.
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• Working collaboratively with the wider client support and operations teams.
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• Contributing to business projects and regulatory initiatives where required.
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We're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment.

You'll ideally have:

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• Previous experience in a Paraplanning or Senior Financial Planning Administrator role.
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• Strong knowledge of pensions, investments and financial planning products.
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• Experience preparing suitability reports and conducting technical research.
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• Excellent communication and organisational skills.
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• High attention to detail and the ability to manage multiple priorities.
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• A proactive approach with a genuine commitment to delivering excellent client outcomes.
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• Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous.
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• Salary up to £60,000 depending on experience.
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• Supportive and collaborative working environment.
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• Excellent opportunities for continued professional development.
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• Exposure to complex financial planning cases.
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• Long-term career progression within an established and growing business.
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If you're looking to join a quality-focused financial planning firm where you can further develop your technical skills and make a real impact, we'd love to hear from you.