Paraplanner – Guildford (Hybrid Working)
£40,000 – £46,000 + Bonus + Benefits
We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford.
This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and delivering high-quality advice to clients.
The Role:- Writing suitability reports across pensions, investments and protection
- Conducting technical research to support client recommendations
- Supporting Financial Planners with client cases
- Assisting with cashflow modelling
- Ensuring all client files are compliant and up to date
About You:- Diploma qualified (DipPFS)
- Previous paraplanning experience
- Strong technical knowledge
- Excellent attention to detail
What’s on Offer:- Hybrid working (1 day per week in the office)
- Competitive salary and bonus
- Strong support structure
- Clear progression opportunities
