Paraplanner Guildford (Hybrid Working)
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£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 xsngvjr
* Strong technical knowledge
* Excellent attention to detail
Whats on Offer:
* Hybrid working (1 day per week in the office)
* Competitive salary and bonus
* Strong support structure
* Clear progression opportunities