Paraplanner

Paraplanner

Location: Guildford

Salary: Up to £50,000 depending on experience.

Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Key Responsibilities:

• Analyse FactFinds and meeting notes to ensure completeness and compliance.
• Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
• Liaise with providers to obtain accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress and outcomes.
• Collaborate with consultants, compliance, and business support teams to enhance service quality.
• Mentor colleagues in specialised areas and contribute to knowledge sharing.
• Keep up to date with market developments and maintain CPD.

Qualifications & Experience:

• Proven Paraplanning experience across pensions, investments, and protection.
• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Comfortable using Microsoft Office and provider systems.
• J09 and/or working towards Chartered status (desirable)

Skills:

• Meticulous attention to detail with strong analytical skills.
• Proactive and confident communicator.
• Organised and efficient, capable of meeting deadlines in a target-driven environment.
• Team player with a desire to mentor and share knowledge

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