Paraplanner (IFA) - Weybridge

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Paraplanner (IFA) – Weybridge, Weybridge

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Client:

Location:

Weybridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

828dc796ce1e

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Paraplanner (IFA) – Weybridge

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.

The Role:

You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:

• Collating client information and preparing suitability letters for a variety of technical cases

• Preparing illustrations and reports for client meetings

• Managing cases to completion and working with internal processing systems

• Ensuring that the business obtained is being processed compliantly and in a timely manner

• Liaising with colleagues and third parties on a daily basis

You will be given full training on the relevant IT systems

Requirements

• This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a \’can do’ working style

• You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered

• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products

• You are highly organised and have excellent communication skills

• You have a solution-focused approach to your work

• It is essential that you are confident in dealing with third parties and can work with total discretion

Our client has extensive experience in supporting and developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

If you would like to apply for this great opportunity then please email your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

Paraplanner (IFA) – Weybridge

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Retirement Planning.

The Role:

You will be working within a busy team offering excellent service to the Partner and our High Net Worth client base. Your role will include:

• Collating client information and preparing suitability letters for a variety of technical cases

• Preparing illustrations and reports for client meetings

• Managing cases to completion and working with internal processing systems

• Ensuring that the business obtained is being processed compliantly and in a timely manner

• Liaising with colleagues and third parties on a daily basis

You will be given full training on the relevant IT systems

Requirements

• This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional Paraplanner who enjoys using their initiative and who has a \’can do’ working style

• You will have been working within an IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered

• You will have significant industry experience in the technical aspects and administration of IHT and/or Pension and/or Investment products

• You are highly organised and have excellent communication skills

• You have a solution-focused approach to your work

• It is essential that you are confident in dealing with third parties and can work with total discretion

Benefits

Our client has extensive experience in supporting and developing individuals from an employed role and transitioning them into business owners of their own wealth management business. You will receive coaching from some of the most experienced and respected individuals in the wealth management industry.

If you would like to apply for this great opportunity then please email your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $(\’#preloader\’).show(); $(\’#contact_form\’).submit(); }

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