Technical Paraplanner - Guildford - £40k-£50k

£40,000 - £50,000 yearly
  • Recruit UK
  • Guildford, UK
  • 05/08/2019
Full time Paraplanner

Job Description

Job Title: Technical Paraplanner

Industry: Financial Services

Location: Guildford

Salary: £40,000 – £50,000

Reference: 13962

Job Description:

Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm.

They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.



You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee.

The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team.

They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.


Skills and experience required:

  • Experience in a technical paraplanning role
  • Excellent knowledge of pensions trusts and investments,
  • Strong investment and fund knowledge
  • Teamworking ethos
  • Excellent written and verbal communication skills
  • Driven to deliver a first-class service to clients
  • Strong personal skills
  • Client-focused
  • Attention to detail


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an independent financial planning firm based in London on a trainee financial planning role.


Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.