9th October 2020
Job Type


We are currently recruiting for a well-established Financial Planning practice based in Redhill who are looking to recruit an experienced Paraplanner to join their team.

This is an exciting opportunity for an enthusiastic, self-motivated and ambitious individual within an established sophisticated financial planning and investment management company.

Role Responsibilities
The main focus of this role is to oversee the paraplanning function whilst actively producing financial planning reports and research for advisers. Additionally, they are looking for someone to mentor a current team mentor whilst they work towards getting Diploma qualified.

Preparing and maintaining the client file

  • Check all paperwork relevant to the client recommendation file is present
  • Confirm client risk profile is determined
  • Discuss client objectives with the Adviser.
  • Identify and obtain the information necessary to compile financial cashflow forecast

Preparing recommendations

  • Identify areas for planning
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients’ needs
  • Prepare information/comparisons for analysis
  • Consider the current and future allocation of assets for investment strategy with regard to the client risk profile
  • Prepare draft recommendation reports to be discussed/signed off

Implementing recommendations

  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms
  • Ensure all compliance paperwork is in order


  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
  • Review investment portfolio, asset allocation, risk profile etc.

Management and project delivery

  • Manage and train Trainee Paraplanner and report writing team
  • Involvement in developing and refining the paraplanning process
  • Assist with marketing and securing use of the paraplanning service to internal advisers
  • Delivery of the service to advisers within defined turnaround agreements

Knowledge and experience

  • Understanding of the financial planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Excellent interpersonal skills, both written and verbal
  • Good IT skills
  • Good report writing skills
Optional Cover Letter
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