An exciting opportunity has arisen for an experienced Paraplanner to join one of the country’s leading Financial Planning and Wealth Management firms.
Based in the Guildford office, you will work closely with a team of highly successful Financial Planners, playing a key role in supporting the delivery of high-quality advice to a well-established and growing client base. This is a highly collaborative position where you will be a valued member of the team, with regular client interaction and real involvement in the advice process.
Key Responsibilities:
- Supporting Financial Planners with the preparation of suitability reports and recommendations
- Conducting detailed research and analysis across a range of financial planning solutions
- Assisting in the development of client strategies and financial plans
- Liaising with clients and providers to ensure a smooth and efficient process
- Ensuring all work is completed in line with regulatory requirements
Requirements:
- Level 4 Diploma qualified (essential)
- Proven experience working in a Paraplanner role
- Strong technical knowledge across pensions, investments, and protection
- Excellent attention to detail and report writing skills
- Strong communication skills and a proactive, team-oriented approach
What’s on offer:
- Competitive basic salary up to £47,000
- Discretionary bonus
- Comprehensive benefits package
- Hybrid working (1 or 2 days in the office and the rest from home)
- The opportunity to join a market-leading firm with excellent career development prospects
This is a fantastic opportunity for a motivated Paraplanner looking to take the next step in their career within a highly respected and supportive environment.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
