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
Whats on Offer: Hybrid working (1 day per week in the office)
Competitive salary and bonus
Strong support structure
Clear progression opportunities
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