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Paraplanner

Recruit Wealth are delighted to be representing a highly successful Wealth Management business based in Thames Ditton.

Our client provides a truly holistic service across financial planning, wealth management and investment management and have an exciting opportunity for an experienced, detail-oriented and proactive Paraplanner to support the wealth management team in delivering exceptional service to clients. 

The successful candidate will play a key role in client servicing, portfolio administration, compliance, operational support and ensuring seamless execution of day-to-day activities.

Key Responsibilities :

  • Client Service & Relationship Support
  • Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
  • Maintain up-to-date client files, investment mandates, and regulatory records.
  • Respond to client queries with professionalism and accuracy.
  • Portfolio & Investment Administration
  • Process investment instructions as instructed.
  • Support preparation of portfolio valuations, performance reports, and investment proposals.
  • Assisting IFA with research and running reports on FE
  • Building suitability reports and preparing for client review meetings
  • Organising fund values, LOAs and portfolio builds
  • Operational & Financial Support
  • Liaise with investment platforms to ensure accurate settlements and reconciliations, Process payments and transfers in a timely manner.

Compliance & Risk Management:

  • Ensure all processes comply with regulatory requirements.
  • Conduct AML, KYC, and due diligence checks in line with internal policies.

Administrative Support:

  • Diary management
  • Provide general administrative support to advisors.

Skills & Competencies:

  • Familiarity with wealth management operations, compliance, and client servicing.
  • Excellent attention to detail and accuracy in handling sensitive financial information.
  • Strong organizational and multitasking skills in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM/portfolio management systems.
  • Excellent written and verbal communication skills.

All applications will be considered by those who can evidence at least 2 years Paraplanning experience and Diploma Level 4 qualified. 

Excellent salary, staff benefits and a professional, collaborative working culture are all available.

Flex/Hybrid working will be offered following full training. To be discussed at interview.

Please get in touch with us here at Recruit Wealth for an immediate response to your application.


Location: Thames Ditton | Salary: £35000 - £40000 per year | Job type: Permanent | Posted: 26/01/2026

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