Paraplanner - route to advisor Epsom £50k Salary + Benefits

THE OPPORTUNITY

There are roles and then there are callings. This is the latter. A rare and compelling opportunity has emerged for a Paraplanner of precision, intellect and quiet ambition to step into a position of genuine influence within a distinguished and highly regarded wealth management practice in Epsom. This is not simply a seat at the table - it is a chance to become the engine behind exceptional financial advice, the unseen architect of life-changing client outcomes, and a trusted technical authority in a firm where standards are not met they are set.

THE BUSINESS

This is a long-established, deeply respected financial planning practice with decades of heritage and an unwavering commitment to excellence. Built on trust, sustained by relationships, and refined through years of delivering tailored advice, the firm stands as a beacon of professionalism within the St. James's Place Partnership. Clients are not numbers here - they are long-term relationships, often spanning generations, nurtured through care, diligence, and a relentless pursuit of doing things properly.

THE ROLE

As Paraplanner, you will be the analytical powerhouse supporting a team of accomplished Financial Advisers. Your words will shape recommendations, your research will underpin decisions, and your technical expertise will ensure every client solution is as robust as it is refined. You will operate at the very heart of the advice process - interpreting complex financial landscapes and translating them into clear, compliant and compelling suitability reports. This is a role for someone who takes pride in mastery, who understands that detail is not a burden but a craft.

KEY RESPONSIBILITIES

• Crafting detailed, technically robust suitability reports aligned with regulatory standards and internal frameworks

• Conducting in-depth research across pensions, investments, protection and retirement planning

• Analysing client circumstances, objectives, and risk profiles with precision and care

• Supporting advisers in designing tailored financial strategies for both new and existing clients

• Producing cashflow modelling and long-term financial planning analysis

• Ensuring all work adheres to FCA compliance and regulatory expectations

• Collaborating closely with advisers, administrators and technical teams

• Maintaining impeccable client records and back-office systems

• Supporting complex cases and acting as a technical sounding board

SKILLS & EXPERIENCE REQUIRED

• Proven experience as a Paraplanner within wealth management

• Strong technical knowledge across pensions, investments, protection and tax planning

• Level 4 Diploma in Financial Planning (essential)

• Progression towards Chartered status (highly desirable)

• Exceptional report writing skills with a forensic attention to detail

• Strong understanding of FCA compliance requirements

• Experience with cashflow modelling tools

• Ability to manage multiple cases with accuracy and efficiency

PERSONAL ATTRIBUTES

• Meticulous, analytical and naturally detail-driven

• Professional, composed and client-focused in outlook

• Able to operate independently while thriving within a collaborative team

• Clear communicator with a pragmatic, solutions-led mindset

• Calm under pressure, with the discipline to meet deadlines without compromise

WHAT'S ON OFFER

• Competitive salary reflective of your expertise

• Discretionary bonus

• Pension contribution

• Ongoing professional development and structured career progression

• Support towards advanced qualifications and Chartered status

• A stable, respected and high-performing environment

• The opportunity to be part of a business where excellence is the standard and reputation is everything

FINAL WORD

This is not just another Paraplanner role. It is a chance to step into a position of real substance - where your expertise is valued, your contribution is visible, and your career can evolve with purpose. If you are ready to evolve and develop your wealth management advice skills and join a firm where quality reigns supreme, please make contact with me.

For a confidential discussion, contact Ryan at Financial Divisions.