Paraplanner

Diploma-Qualified Technical Paraplanner Chartered IFA Firm Weybridge (Hybrid - 4 Days/Month)

Join a prestigious, Chartered Independent Financial Advisory firm based in Weybrdige, known for delivering bespoke, high-net-worth financial planning and wealth management services. With a commitment to technical excellence and client-centric advice, our team is built on professionalism, discretion, and deep industry insight.

Salary up to £56,000 per annum (depending on experience)

As a values-driven firm, we pride ourselves on a collaborative, inclusive culture that respects both technical skill and ethical standards. We're looking to welcome a highly technical Paraplanner to support our continued growth and uphold the standards expected of a Chartered practice.

Key Responsibilities

• As a core part of our technical team, you will work closely with Chartered Financial Planners to deliver high-quality, compliant advice documentation. You will be responsible for:
• Producing accurate, tailored Suitability Reports across pensions, investments, tax planning, and IHT
• Conducting detailed technical research and analysis to support complex advice recommendations
• Liaising with advisers and administrators to ensure seamless client service
• Preparing cashflow modelling using industry-standard tools
• Ensuring all reports and recommendations align with FCA compliance requirements

Requirements

We are looking for a Paraplanner who brings both depth of knowledge and attention to detail:

• Diploma in Regulated Financial Planning (Level 4 minimum)
• Experience in a paraplanning role within an IFA or Wealth Management firm
• Comfortable working autonomously and remotely, with ability to visit the office 4 days per month in Central London
• Strong understanding of pensions (DB and DC), ISAs, GIA, IHT planning, and trusts
• Familiarity with tools such as Intelliflo, FE Analytics, Truth/CashCalc
• Excellent written communication and analytical skills

Benefits

• Salary up to £56,000 per annum (depending on experience)
• Hybrid working - just 4 office days/month in Weybridge
• 25 days holiday + bank holidays
• Company pension scheme
• Support with further qualifications (e.g., Chartered status)
• Inclusive, supportive working culture in a Chartered environment

How to Apply

If you're a detail-driven, technically minded Paraplanner ready to make an impact in a Chartered firm with flexible working, we'd love to hear from you.