We’re working with a boutique Financial Planning / IFA firm in Dorking, led by a highly experienced adviser who is looking to hire a Senior Paraplanner with client-facing advisory responsibilities. This is a unique opportunity to join a small, high-performing team and play a pivotal role in supporting both the advice process and business operations.

You’ll be working directly with the lead advisor, to share the workload and allow them to focus more on strategic business development. Your responsibilities will include:

• Producing high-quality suitability reports and conducting investment research
• Completing application forms, managing data entry, and handling online trades
• Supporting clients with pensions, GAD, FAD, IHT, and investment planning
• Maintaining strict administrative systems, including client file management and naming conventions
• Participating in client meetings, many of which are conducted remotely
• Collaborating with a remote outsourced team who prepare meeting packs and assist with admin

This role requires someone who is methodical, tech-savvy, and highly organised, with a strong understanding of servicing and a commitment to delivering work to an exceptional standard.

• Level 4 Diploma in Regulated Financial Planning (DipPFS) – essential
• Strong experience in Paraplanning and client servicing
• Excellent administrative discipline and attention to detail
• Ability to work within a structured and process-driven environment
• Confident in client-facing scenarios and able to work independently

• Salary up to £55,000 (flexible for the right candidate)
• Discretionary bonuses based on individual project completion
• Opportunity to work with senior executive clients and manage £100M+ AUM
• Support for further professional development and exams

This is a fantastic opportunity for someone who thrives in a structured environment and is looking to take on a broader role that blends technical paraplanning with client engagement.

If this role sounds of interest, please apply directly or send an email and I shall contact you straight away to discuss further.