Paraplanner with Defined Benefit transfer experience

London (Central), South, South East England


We are a growing Financial Planning firm based in Cheam. We deliver holistic financial planning to a wide range of clients including individuals, companies and trusts. We like to develop individuals with talent and promote from within.


Clairville York Ltd


4 June 2021


Investment, Pensions, Protection, Tax

Contract Type



Full Time


Our continued growth means we have a vacancy for an additional Paraplanner/Adviser. This new role has arisen in part due to an increase in work on Defined Benefit Transfers. The ideal candidate will have the relevant qualifications and experience of working in this area.

This is an excellent opportunity for a career Paraplanner/technical specialist or someone already at or keen to move to a financial planner.

Key requirements;

  • The candidate will have at least 3 years’ experience as a Paraplanner,
  • At least Level 4 Qualified, with AF3 or AF7,
  • Excellent communication skills, both verbal and written.
  • Good IT skills, including Excel, Word and cashflow modelling,
  • Solution builder with ability to create excellent financial plans,
  • Strong understanding of taxation,
  • Keen eye for detail,
  • Flexible and mature work ethic
  • Experience of working on Defined Benefit transfers

This is an opportunity to join a growing team where the remuneration structure rewards results. We also provide generous employee benefits, including pension, healthcare and life cover. We support and fund your study and qualifications to Chartered status and beyond.

Professional Paraplanner