Paraplanner - Weybridge

GCB Agency Recruitment
16 May 2018
15 Jun 2018
Contract Type
Full Time

| Paraplanner | Weybridge | £28,000 - £34,000 |

Our clients, a successful Financial Advice Firm, are looking for an experienced Paraplanner to join their professional team in Weybridge.

The company is a trusted name in financial advice, they are family run, and have a reputation for holding onto their staff. Their small team of advisors deals with a large caseload, making this role varied and challenging for the successful candidate.


  • Liaising with Clients and providers and building a good working rapport with both.
  • Administration, technical and sales support to the consultants.
  • Involved with pensions, trust and private client investment administration.
  • Producing and requesting illustrations.
  • Preparing individual client valuations.
  • Setting up new business/making changes to existing business on online platforms.
  • Preparing paperwork for client meetings.
  • Meeting with clients on occasions to assist with the completion of paperwork.
  • Product, provider and fund research.
  • Drafting Review meeting follow-up letters and Suitability Reports.


  • Steady employment record.
  • Previous experience within a technical paraplanning role.
  • Working towards a Diploma Qualification.
  • Ambition to Progress within the industry.

Hours: Monday to Friday 9:00am - 5:30pm.

Salary/Package: £28,000 - £34,000 per annum, plus bonuses.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

GCB Agency Recruitment is a specialised Property and Financial Services recruitment company dealing with all property related recruitment across the UK.

We currently offer a wide variety of Property and Financial Services vacancies all across the UK and incorporate overseas locations.

For all your Property and Financial Services needs contact GCB Agency Recruitment.

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