Paraplanner - Featured Jobs - Fleetwood Saunders

Location

Surrey, UK

Job Type

Permanent

Industry

Wealth & Investment Management

Remote/Onsite

Part Remote

Experience Required

0 - 3 Years

Education Required

Industry Specific

Required Skills

Paraplanner

Job Summary

Paraplanner

Hybrid | Competitive Salary + Excellent Benefits

If you're a technically strong Paraplanner looking for a role where your expertise is genuinely valued, this opportunity offers the chance to work closely with experienced Financial Planners, influence client outcomes and continue progressing towards Chartered status within a supportive and professional environment.

Joining a well-established and highly respected wealth management business who are investing heavily in the growth of their client book, you'll play a pivotal role in the advice process, transforming complex client information into clear, tailored recommendations. You'll be trusted to contribute to strategy discussions, undertake detailed research and provide the technical insight that helps deliver exceptional client outcomes.

This is far more than a report-writing position. You'll collaborate with advisers, compliance specialists and operational teams, taking ownership of technical analysis, provider research and suitability report production while helping to drive consistently high standards across the business.

What you'll be doing

Producing high-quality, personalised suitability reports
Analysing client information and identifying additional research requirements
Conducting technical research across pensions, investments, tax planning solutions and providers
Working closely with Financial Planners to develop suitable client recommendations
Supporting due diligence and provider reviews
Assisting with complex client queries and technical matters
Liaising with compliance and administration teams to ensure a seamless advice process
Contributing to ongoing projects, research initiatives and business improvements
Maintaining up-to-date knowledge of regulation, products and industry developments

What we're looking for

Level 4 Diploma in Financial Planning
Experience within a Paraplanning role in a regulated financial planning environment (1+ years)
Strong report-writing and research capabilities
Good knowledge of pensions, investments and financial planning products
A solid understanding of compliance and regulatory requirements
Excellent organisational skills and attention to detail

Why join?

This is an opportunity to become part of a business that actively invests in professional development and recognises the importance of technical expertise within the advice process.

Alongside a competitive salary, you'll benefit from:

Pension scheme

Private healthcare

Generous holiday entitlement

Ongoing professional development support

Dedicated time each month for relevant CPD activities

A collaborative and supportive team environment

Long-term career progression opportunities

1 day a week working from home

For Paraplanners who enjoy solving complex challenges, influencing advice outcomes and continuing their journey towards Chartered status, this is an excellent next step.

Company Summary

Our longstanding client is a well-established independent wealth management and financial planning firm based in the Surrey area. Established for over 25 years, the business provides tailored financial planning, investment management and wealth preservation advice to private clients, business owners and entrepreneurs. Operating as an independent adviser, the business offers holistic financial planning across investments, pensions, retirement planning, estate and inheritance tax planning, protection, mortgages and later-life advice. Its approach centres on understanding clients' individual circumstances and financial goals before creating bespoke strategies designed to support their long-term objectives. With a close-knit, professional team, the organisation places significant emphasis on client service, transparency and building lasting relationships. The business manages substantial assets on behalf of a loyal client base and has achieved consistent growth through referrals, reputation and the quality of its advice proposition. The culture is collaborative and client-centric, offering employees the opportunity to work in a supportive environment where professionalism, integrity and high standards of advice are highly valued. As a smaller independent firm, team members benefit from greater visibility, direct client impact and the ability to contribute meaningfully to the continued success of the business.

Company Benefits

- Contact us for more information

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