Paraplanner

Paraplanner

Miller Knight Lingfield Surrey
Hybrid Full-time

A proper paraplanning role for someone who loves the technical side of financial planning.

If youre a Paraplanner who wants to do more than process paperwork and populate reports this should be worth a conversation.

Miller Knight is looking for an experienced Paraplanner to work closely with the Managing Director playing a genuinely important role in forming the advice that ultimately reaches clients.

Youll research. Youll analyse. Youll model different scenarios in Voyant. Youll challenge thinking identify planning opportunities and get properly involved in working out what good financial planning looks like for each individual client.

About Miller Knight

Miller Knight is an independent family-owned lifestyle financial planning firm based in Lingfield established in 2001.

Their aim is to be the best company their clients interact with in their lives.

For them financial planning isnt simply about pensions and investments. Its about understanding what someone wants their life to look like and helping them use their money to make it happen.

Theyre a modern close-knit practice where technical excellence matters but never at the expense of remembering the person behind the plan.

The role

Working closely with the MD youll take real ownership of the technical work behind Miller Knights financial planning.

Youll undertake detailed research and due diligence across products platforms investments and providers carry out technical calculations consider asset allocation risk and lifetime cash flows and use Voyant extensively to model different scenarios and help shape recommendations.

Youll also produce clear engaging planning reports and suitability letters that turn all that technical thinking into something meaningful and understandable for clients.

This is a role where your expertise and opinion will be valued.

About you

Youll already be an experienced Paraplanner with strong technical financial planning knowledge and ideally at least three years paraplanning experience.

Youll hold a Level 4 Certificate in Paraplanning or Level 4 Diploma in Regulated Financial Planning as a minimum.

Youll be comfortable with Voyant highly numerate and someone who genuinely enjoys getting into the detail.

But youll also understand why that detail matters.

Youll be curious analytical and confident enough to form a view rather than simply follow instructions. Youll take ownership of your work communicate well and enjoy being part of a small team where your contribution is visible.

Additional qualifications such as J01 J02 PTS Chartered or Certified status are welcomed but arent essential.

What youll get

depending on experience.

Youll also receive a 5% employer pension contribution rising to 12% after three years death in service at 4x salary 25 days holiday your birthday off and Christmas leave.

The role is hybrid with a minimum of three days a week in the Lingfield office.

Interested

Miller Knight is partnering with Recruitment Rebellion to recruit for this role.

Apply with your CV and well take it from there. Please let us know if you need any adjustments.