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Paraplanner
Job Posted: 6 days ago
Salary: £ 40,000 - 45,000 / Annum
Job Type: Permanent
Location: GU1, Guildford, Surrey
Expire in: 22 days
Job Description
Are you a detail-driven financial services professional looking to take the next step in your career?
We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes.
If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you.
Key Responsibilities:
* Preparing detailed suitability reports and financial planning recommendations
* Conducting research and analysis across pensions, investments, protection, and retirement planning
* Supporting Financial Advisers with client reviews and advice preparation
* Analysing client information and preparing cashflow and financial planning documents
* Liaising with providers and third parties to obtain relevant information
* Ensuring all advice documentation meets compliance and regulatory standards
* Maintaining accurate client records and updating internal systems
* Supporting the smooth progression of client cases from initial advice through to completion
* Keeping up to date with industry changes, regulations, and financial products
* Building strong working relationships with advisers and internal teams
Experience and Skills Requirements
* Previous experience within a Paraplanner role or similar financial planning support position
* Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required
* Strong technical knowledge across investments, pensions, protection, and retirement planning
* Excellent report writing and analytical skills
* Strong attention to detail and ability to work accurately under pressure
* Professional communication skills with a client-focused approach
* Excellent organisational skills with the ability to manage multiple priorities
* Competent IT skills, including Microsoft Office and financial planning software
* Proactive, positive, and committed approach to personal development
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlistedBefore You Apply
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Looking for your next career move? Join a top company hiring Paraplanner job near me in GU1, Guildford, Surrey! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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