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Paraplanner

Posted: 28/03/25
Recruiter:GTS International
Reference:2921176505
Type:Permanent
Salary:£40,000 - £50,000 Annual
Location:Weybridge, Surrey
Description: Paraplanner
Location: Weybridge
Salary: £40-50k

GTS Finance is currently seeking an experienced and qualified Paraplanner to join our client s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.

Key Responsibilities:
  • Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
  • Ensure all advice meets compliance standards while maintaining a client-friendly approach.
  • Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
  • Keep up to date with industry regulations, best practices, and internal financial industry exams.
  • Collaborate with colleagues to improve processes and share best practices.
  • Provide regular workflow updates to ensure effective client management.

Essential Requirements:
  • Level 4 qualification (Diploma in Financial Planning or equivalent).
  • Proven experience as a Paraplanner in an IFA environment.
  • Strong research skills and ability to produce compliant, client-focused reports.
  • Excellent communication, attention to detail, and organisational skills.
  • Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.

Desirable Skills:
  • Working towards or achieved Level 6 qualification.
  • Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
  • Familiarity with research tools such as Assureweb, Defaqto, FE Analytics, and Voyant.

Why Join?
  • Work in a supportive and expert team environment.
  • Engage with high-level, complex financial planning scenarios.
  • Ongoing professional development opportunities.

If you are a detail-oriented and proactive Paraplanner looking to enhance your career, we would love to hear from you. Apply today to take the next step in your financial services journey!

To apply please send your CV to (url removed)

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