Job Title: Qualified Paraplanner
Location: Lingfield, Surrey (Office-based)
Job Type: Permanent, Full-time

Salary: Competitive, dependent on experience - £40,000-£50,000

The Opportunity

Reed Financial Services are working with a well-established Chartered Independent Financial Adviser firm who are looking to recruit a Level 4 Qualified Paraplanner to join their growing team.

This is an excellent opportunity for an experienced paraplanner to work closely with Financial Advisers, delivering high-quality technical support and research to ensure client advice is accurate, compliant and tailored to individual needs.

The Role

As a Qualified Paraplanner, you will play a key role in supporting advisers and delivering a professional ongoing financial planning service to clients.

Key responsibilities:

• Preparing accurate suitability reports and client documentation within agreed deadlines

• Conducting technical and comparative research to support client recommendations

• Analysing client fact finds to understand overall financial positions

• Discussing client objectives with advisers and gathering required information

• Implementing agreed investment strategies and processing new business

• Preparing documentation for client meetings

• Liaising with providers to obtain information and updates

• Supporting annual review processes

• Responding to client queries accurately and efficiently

• Ensuring full compliance with regulatory requirements, internal procedures and Consumer Duty

About You

• Level 4 Diploma qualified (essential)

• Previous experience in a Paraplanner role within an IFA or Wealth Management environment

• Strong analytical and technical knowledge of financial planning products

• Excellent attention to detail and accuracy

• Highly organised with the ability to manage multiple priorities

• Strong communication skills and a collaborative team approach

About the Company

Our client is a Chartered Independent Financial Adviser firm with an excellent reputation for providing professional, friendly and tailored financial planning advice across investments, pensions, retirement planning, mortgages and protection. They offer a supportive working environment and a strong focus on quality and client outcomes.