Client-Facing Paraplanner – Supporting Advisers
Remote / Online - Candidates ideally in
Fetcham, Leatherhead, Surrey County, KT22, England, UK
Listed on 2026-01-14
Fetcham, Leatherhead, Surrey County, KT22, England, UK
Listing for:
Heat Recruitment
Full Time, Remote/Work from Home
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Location: Fetcham
A financial advisory firm in Fetcham is seeking a qualified Paraplanner to support Financial Advisers while managing a busy client bank. The ideal candidate will have a Level 4 Diploma in Financial Planning and a minimum of 2-3 years in a similar role.
- Supporting clients on complex cases
- Attending meetings
- Conducting cash flow modeling
The position offers a competitive salary of £45,000 - £50,000, along with a hybrid working model, providing flexibility on office days.
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