We are working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their growing team in Guildford.
This is an excellent opportunity to join a well-established business with a strong reputation for delivering high-quality financial advice to a broad client base. You will play a key role in supporting Financial Planners by providing technical expertise, research, and suitability report writing across a wide range of financial planning areas.
The Role
As a Paraplanner, you will work closely with Financial Planners to ensure clients receive clear, compliant, and well-structured advice. This is a varied role with exposure to holistic financial planning, including investments, pensions, and protection.
Key responsibilities include:
- Preparing detailed suitability reports across a broad range of advice areas
- Conducting technical research to support client recommendations
- Ensuring all client records are accurate, up to date, and compliant with regulatory requirements
- Supporting Financial Planners in achieving the best possible client outcomes
- Attending client meetings where required, including assisting with cashflow modelling
- Managing your own workload and meeting agreed deadlines
- Liaising effectively with Financial Planners and internal stakeholders
- Contributing to team projects and wider business initiatives
About You
To be considered for this role, you should have:
- Level 4 Diploma in Financial Planning (DipPFS)
- Previous paraplanning experience with strong technical knowledge
- Experience of writing high-quality suitability reports
- A desire to continue studying towards Chartered status
- Strong organisational and time management skills
- Excellent written and verbal communication skills
- The ability to work both independently and as part of a team
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working
- Generous holiday allowance
- Option to purchase additional holiday
- Enhanced parental leave
