Coast Specialist Recruitment
05 May 2017
04 Jun 2017
Contract Type
Full Time

A growing IFA practice based in Surrey has an opportunity for a Paraplanner to join their team.

The successful candidate will join a team, that collectively possess a high level of technical knowledge and qualifications and are committed to delivering a professional and transparent service to clients.

As Paraplanner , you will complete a number of non-client facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients.

Main Duties:

  • Working with the partners of the firm to provide technical assistance and guidance on financial planning and wealth management scenarios for the firm’s clients.
  • Liaising with the Partners and client’s to ensure the firms service commitments are met and wherever possible exceeded.
  • Keep up-to-date with new product, technical or legislative changes within the marketplace.
  • Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
  • To ensure that the firm’s clients are treated fairly at all times.
  • To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.
  • Mentoring junior staff and those aspiring to become a paraplanner within the firm.
  • Managing the workflow of junior staff.


  • The ability to research protection, pension & investment products
  • The ability to undertake detailed quantitative and qualitative research on legacy products, identifying where more in depth analysis and questioning of providers is required.
  • Detailed knowledge of the FSA’s rules and requirements.
  • Detailed knowledge of the FSA’s and the firm’s record keeping requirements.
  • The ability to present concepts and recommendations in a clear and logical format
  • Excellent interpersonal skills and the ability to interact directly with clients on behalf of the adviser in a professional manner.
  • Excellent report writing skills with good attention to detail and accuracy.
  • Ability to work as part of a team, mentoring and supporting junior and/or inexperienced team members.
  • Effective time management.
  • A flexible and adaptable attitude towards work is essential.

If you would like to apply for this vacancy, please contact Karen Halliday