Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by preparing reports and conducting product research.
- Company: Join a thriving, independent financial planning firm with a collaborative culture.
- Benefits: Enjoy competitive pay, hybrid work options, and generous leave policies.
- Why this job: Make a real impact on clients' financial wellbeing while developing your skills.
- Qualifications: Organisational skills and a proactive attitude are essential; experience in finance is a plus.
- Other info: Be part of a diverse team committed to continuous learning and professional growth.
The predicted salary is between 35000 - 45000 £ per year.
About Us
TMFP is a thriving and independently owned financial planning firm with a clear purpose: to grow with intention while delivering high quality advice that enhances the financial wellbeing of our clients. Our culture is open, collaborative, and rooted in transparency and a shared commitment to doing what’s right for both our clients and our team. Our intentions for growth include expanding our capabilities, strengthening our reputation, and investing in the people, systems, and tools that help us deliver outstanding client experiences. Central to our philosophy is a deep commitment to our people. We believe in sustainable growth achieved through the development and empowerment of our team. We invest in learning, progression, and wellbeing—nurturing talent, creating opportunities, and ensuring every individual has the support they need to thrive. By growing with and through our people, we strengthen both our firm and the quality and continuity of what we deliver to our clients, resulting in a trusted financial planning experience that stands out across the industry.
About the Role
We are looking for an organised and competent Paraplanner to join our Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice. Your role as a Paraplanner will be to support the Financial Planner and Service Delivery Team to ensure we deliver high quality service and advice to clients. The role involves developing your technical and analytical skills to prepare reports, research products, and work closely with the rest of the team to provide clients with a professional and seamless customer experience.
Paraplanning Skills
- Completing qualitative and quantitative analysis of client’s existing products to determine whether they meet the client’s current needs and objectives.
- Preparing financial plans.
- Researching suitable product recommendations to meet client’s objectives.
- Writing suitability reports.
- Maintaining records to support any research undertaken and carrying out all tasks in a manner that is consistent with compliance procedures.
Managing Client Relationships and Delivery of Advice
- Supporting the Financial Planner in preparing solutions to present to clients and keeping them informed of any client queries.
- Keeping clients up to date and ensuring timely and accurate delivery of reports and advice.
- Organising the implementation process of new clients using a variety of IT systems and investment platforms.
- Arranging for completion of any relevant application forms, submitting paperwork to providers, executing fund switches, top ups, withdrawals and inter‑plan transfers.
- Keeping up to date with the industry and the range of products and services offered.
Administration of Reports, Forms and Files
- Managing team workloads, overseeing record keeping, advice delivery and dealing with internal and external parties.
- Sound knowledge of the Annual Review process.
- Producing illustrations, gathering documentation and completing product, plan and fund research.
- Understanding compliance file checking including life cycles, fact finds, record keeping, client risk profiles and client due diligence.
- Taking ownership and accountability of ensuring client data and information is correct.
What We Are Looking For
We are looking for candidates who are highly organised and can plan and prioritise assignments in a busy environment. A flexible and adaptable attitude towards work is essential in this growing company. You will be an effective link between the client and their Financial Planner; excellent interpersonal and communication skills are essential. You will be able to communicate advice in a clear and concise manner and carry out the required technical research and analysis to support your report writing.
Key Skills
- Analytical mindset with excellent attention to detail.
- Data interpretation and research skills.
- Strong written and spoken English communication skills.
- Organisational skills; able to manage workload efficiently and achieve results.
- Proactive, confident and able to build effective relationships.
- Ability to work well as part of a team, mentoring and supporting junior members, with people‑management capabilities.
- Time‑management skills; able to meet deadlines.
- Excellent IT skills and proficiency with Microsoft Office Products.
- The ability to undertake detailed quantitative and qualitative research on all products, identifying where more in‑depth analysis and questioning of providers is required to obtain information that may affect recommendations.
Personal Qualities: Responsible, Considerate and Dedicated
- Driven by a personal sense of integrity.
- Upholds quality standards and takes ownership of work.
- Reliable and trustworthy, and treats confidential information with discretion.
- Nurtures teamwork and productive relationships.
- Has care and concern for others, including clients, colleagues and the local community.
- Displays resilience and can deal with changing priorities.
- Hardworking, diligent and a natural problem solver who is not afraid to take on a challenge.
- Willing to learn new skills to develop within the team and help others.
- Dynamic, with a ‘can‑do’ and positive attitude.
Desirable Qualification or Experience
- Minimum 3 years in a similar role within a financial planning firm or related organisation.
- Level 4 Certificate in Paraplanning.
- Commitment to continuous professional development.
What We Can Offer You
- Competitive Compensation: A competitive salary aligned with your earning potential, and a generous benefits package including a pension scheme, shopping discounts, colleague well‑being benefits and more.
- Work‑Life Balance: Hybrid working, the opportunity to job share (where possible), 25 days annual leave (pro rata) and 8 paid bank holidays.
- Investing in Your Career: Continued training/qualification support and a structured career development plan.
- Inclusive Culture: We are committed to exploring the possibilities of working smarter. This means we’d like to hear from you, whatever way you like to work. We have a long‑term commitment to building inclusive workplaces; we value diversity in our workforce and welcome enquiries from everyone. If you need assistance or a reasonable adjustment due to a disability, please let us know as part of your application and we will assist.
Paraplanner in Esher employer: Taylor Made Financial Planning
Contact Detail:
Taylor Made Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Esher
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for a Paraplanner role. Attend industry events or webinars to meet potential employers and make a lasting impression.
✨Tip Number 2
Prepare for interviews by researching TMFP thoroughly. Understand their values, culture, and the specifics of the Paraplanner role. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Paraplanner, you'll need to convey complex information clearly. Try explaining financial concepts to friends or family to build your confidence and ensure you can articulate your thoughts effectively during interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining TMFP and are keen to be part of their collaborative culture.
We think you need these skills to ace Paraplanner in Esher
Some tips for your application 🫡
Show Your Organisational Skills: As a Paraplanner, being organised is key! Make sure your application highlights your ability to manage workloads and prioritise tasks effectively. Use examples from your past experiences to demonstrate how you keep everything on track.
Communicate Clearly: We love clear communication, so ensure your written application reflects this. Use straightforward language and structure your thoughts logically. This will show us that you can convey complex information in a concise manner, just like you would in the role.
Highlight Your Analytical Mindset: Since the role involves a lot of analysis, don’t forget to showcase your analytical skills in your application. Mention any relevant experience with data interpretation or research, and how you've used these skills to support decision-making in previous roles.
Tailor Your Application: Make your application stand out by tailoring it to our firm’s values and the specific role. Research TMFP and reflect on how your personal qualities align with our commitment to client service and teamwork. We want to see your passion for joining our team!
How to prepare for a job interview at Taylor Made Financial Planning
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Understand the products and services offered by the firm, as well as current industry trends. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the role requires strong organisational abilities, be prepared to discuss how you manage your workload and prioritise tasks. You could share examples from previous roles where you successfully juggled multiple responsibilities or met tight deadlines.
✨Communicate Clearly
Excellent communication skills are key for a Paraplanner. Practice explaining complex financial concepts in simple terms. During the interview, focus on being clear and concise in your responses, and don’t hesitate to ask for clarification if you don’t understand a question.
✨Demonstrate Team Spirit
This role is all about collaboration, so be ready to talk about your experience working in teams. Share examples of how you've supported colleagues or mentored junior members, and highlight your ability to build effective relationships with clients and team members alike.