This job is no longer available
This job expired on 05/10/2026. It no longer accepts applications.
Paraplanner – Boutique Wealth Management Firm
Financial Divisions · Redhill
Job description
About the role
We are a boutique independent wealth management firm near Reigate/Redhill seeking a Paraplanner. The role offers hybrid working after onboarding, a competitive salary of £35k‑£45k plus discretionary bonuses, and full study support towards a Level 4 diploma and chartered status.
Key responsibilities
- End‑to‑end report writing.
- Compiling advice together with advisers.
- Cash‑flow modelling work.
- Assisting with annual reviews.
Required profile
- Currently studying towards a Level 4 diploma.
- At least 18 months of paraplanning experience.
- Willing to work onsite initially with the option to work remotely two days per week once established.
Required skills
- Knowledge of the Fusion platform.
- Knowledge of the Abrdn platform.
- Knowledge of the AJ Bell platform.
- Knowledge of Cashcal.
- Knowledge of FE Analytics.
What we offer
- Competitive salary of £35k‑£45k per year.
- Discretionary bonuses.
- Full study support towards Level 4 diploma and chartered status.
- Hybrid working after onboarding.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Kingdom.
Salaries by job title
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Financial Divisions
Redhill