We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will provide vital paraplanning support to a team of wealth advisers. There is also the potential to progress into an Advisory role within the firm in the future, if that is something the candidate wants. Responsibilities: Provide vital paraplanning support to the team of wealth advisers Research products, financial planning solutions and investment strategies Prepare recommendation reports for client meetings Provide a high level of technical support Assist advisers with client management Provide advisers and clients with technical reports and information Ensure high-worth investment transactions are carried out accurately Experience and qualifications: Previous administrative and paraplanning experience required Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate Familiar with major research systems (e.g. Cashcalc, X-Plan, FE Analytics, etc.) Experience of the Pension Switch market Experience of administration of IHT or Investment products Excellent IT skills and proficient in Microsoft Office