At a Glance
- Tasks: Support senior Advisors with paraplanning, report writing, and client servicing.
- Company: Established financial planning firm with a collaborative culture.
- Benefits: Salary up to £50k, bonuses, pension, and 22 holiday days.
- Other info: Join a supportive team focused on quality work and client relationships.
- Why this job: Gain hands-on experience and clear progression into an Adviser role.
- Qualifications: 6 months+ paraplanning experience; Level 4 Diploma is a plus but not essential.
The predicted salary is between 50000 - 50000 £ per year.
This role is well suited to a candidate with 6 months + experience within a Paraplanner role who is looking to take a clear step forwards by supporting a senior Advisor within a professional and well-structured advice firm. You will be joining a business where accuracy, compliance, and client outcomes are genuinely valued.
The role offers hands-on exposure to paraplanning activity including technical suitability report writing and research alongside structured support, making it a strong opportunity for someone looking to develop their capabilities and progress within financial planning over time. While the Level 4 Diploma is desirable, it is not essential. This role offers exposure to client meetings with the Adviser and a defined pathway for progression into an Adviser role for the right individual.
The business is a well-established, directly authorised financial planning firm providing regulated advice to a loyal and long-standing client base. It operates with clear processes, modern systems, and a collaborative team culture. The firm places strong emphasis on professionalism, regulatory standards, and long-term client relationships. Support staff are viewed as a core part of the advice process rather than a back-office function, and quality of work is prioritised over volume.
Working closely with advisers and the wider paraplanning team, you will provide paraplanning and technical support across pensions, investments, and ongoing client servicing. You will be paired with the firm's senior Advisor, completing all report writing and research from basis cases to the most technical. Additionally, you may be tasked to support the administration team on occasion when required. You will assist with the preparation of portfolio valuations, performance reports, and investment proposals. This will include carrying out research, running reports on FE Analytics, building suitability reports, and preparing documentation ahead of client review meetings. Alongside paraplanning support, you will contribute to compliance and operational standards by ensuring all work is completed in line with regulatory requirements and internal policies.
The Benefits
- Salary up to £50k
- Quarterly bonus scheme based on company performance
- Pension
- 22 Holiday days + Christmas close
- Exam support
- Full-time, permanent position 37.5 hours per week
- Supportive and knowledgeable team environment
- Exposure to paraplanning and technical development
- Structured systems and clear processes
Apply
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
Paraplanner in Surrey employer: Finlink Ltd
Join a well-established financial planning firm in Thames Ditton, where your contributions as a Paraplanner are valued and supported. With a focus on professional development, you will benefit from structured training, exposure to client interactions, and a clear pathway for progression into an Adviser role. Enjoy a collaborative work culture, competitive salary, and generous benefits including a quarterly bonus scheme and exam support, all while working in a team that prioritises quality and compliance.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you’ll be working closely with advisers, being able to discuss pensions and investments confidently will set you apart from the competition.
✨Tip Number 3
Showcase your skills through practical examples. When discussing your experience, highlight specific projects or tasks where you’ve demonstrated accuracy and compliance, as these are key values for the firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed, and we’re here to support you every step of the way. Let’s get you that paraplanner role!
We think you need these skills to ace Paraplanner in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Paraplanner role. Highlight any relevant paraplanning experience, especially if you've worked on report writing or client servicing before.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this opportunity. Share your passion for financial planning and how you see yourself growing within our team. A personal touch goes a long way!
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. This is your chance to demonstrate your commitment to quality work right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s straightforward – just attach your CV and contact details, and we’ll take it from there. We can’t wait to hear from you!
How to prepare for a job interview at Finlink Ltd
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge, especially around pensions and investments. Familiarise yourself with technical report writing and compliance standards, as these will likely come up in the interview.
✨Showcase Your Experience
Be ready to discuss your previous experience in detail. Highlight specific examples where you've supported advisers or worked on suitability reports. This will demonstrate your capability and readiness for the role.
✨Ask Smart Questions
Prepare thoughtful questions about the firm's processes and team culture. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
✨Emphasise Teamwork
Since the role involves working closely with advisers and the paraplanning team, be sure to highlight your collaborative skills. Share examples of how you've successfully worked in a team environment to achieve client outcomes.
