Paraplanner (Surrey, Epsom)

Wealth Management
£20,000 to £40,000 Per Annum
Surrey Epsom
Contract Type:

Main Duties

Paraplanner – Level 4 Diploma Qualified

Conducting relevant research in respect of funds and financial products

Identifying and providing suitable solutions for clients

Ensuring new business is submitted correctly

Producing suitability reports

Recording relevant accurate data on back office system in line with company procedures


Team Player

Enthusiastic and proactive.

Show initiative/problem solving.

Excellent communication skills, both written and verbal.

Organisational skills to a high level.

Client focussed.

Competent in letter writing skills (high quality level of grammar and spelling).


Must be able to recognise and understand Paraplanning processes.

Must have experience in writing Suitability Reports.

Has a good knowledge and understanding of the finance industry and the compliance   requirements.

Must have a knowledge of back office systems, Intelligent Office preferred.

Must be Level 4 Diploma qualified.

Full time position, 35-hour week (9am-5pm Monday to Friday with an hour for lunch)

Salary is negotiable based on experience and qualifications.