Paraplanner

Paraplanner – Leading Independent Financial Planning Firm
Location: Cobham, Salary up to £54,000 and hybrid working. 

We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.

The firm:
Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status.

The role:

• Producing suitability reports, annual review reports and portfolio reports via Intelligent Office
• Conducting technical research, analysis and illustrations to support advice
• Running cashflow analysis, risk profiling and investment analysis
• Acting as the main point of contact between providers and advisers on transfers, new business and policy administration
• Supporting HNW clients and attending client meetings alongside advisers
• Liaising with compliance and ensuring fees and commissions are accurately maintained

What we're looking for:

• Experince Paraplanning 
• Level 4 Diploma qualified (CISI Level 4 / DipPP) 
• Experience with Intelligent Office desirable
• Excellent report writing, research and analytical skills
• A structured, process-driven approach with strong attention to detail
• Confident client communicator, comfortable managing correspondence and building trusted relationships

What's on offer:

• Salary up to £54,000, depending on experience and qualifications.

• Fully funded pathway to Diploma, Chartered, or Adviser roles.

• Clearly mapped career framework with regular reviews and mentoring.

• Hybrid working options 3 days in the office and 2 days from home 

• Supportive, team-oriented culture with access to complex client work.

• Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.