We are seeking an experienced paraplanner to join an established financial services team in Guildford.

The successful applicant will be joining a strong paraplanning team and play an important role in supporting the delivery of high-quality financial planning.

This is an outstanding opportunity for an experienced paraplanner who enjoys technical research, report writing and contributing to positive client outcomes as part of a collaborative and professional team.

The job-holder will be responsible for providing comprehensive paraplanning support across a broad range of financial planning areas including pensions, investments, inheritance tax planning, retirement planning and protection.

You will have access to modern financial planning tools, established processes and dedicated administrative support, enabling you to focus on the technical analysis, research and advice file preparation.

Key Responsibilities

• Conduct detailed research and analysis of financial planning solutions.

• Prepare suitability reports, recommendation letters and supporting documentation.

• Assist advisers in developing appropriate planning strategies to meet client objectives.

• Analyse pension, investment and protection arrangements.

• Undertake cashflow modelling and retirement planning analysis.

• Ensure all recommendations are supported by robust research and compliant documentation.

• Liaise with advisers, providers and administrative staff to ensure cases progress efficiently.

• Maintain accurate client records and documentation in line with regulatory requirements.

• Keep up to date with legislative, taxation and technical developments affecting financial planning.

• Support the firm's commitment to delivering high-quality client outcomes.

• Follow internal compliance procedures and maintain strong attention to detail.

• Contribute to continuous improvement of paraplanning processes and standards.

Applicants must have a minimum of 3 years' experience within a technical paraplanning role. You must have strong technical knowledge across pensions and investments in particular. Candidates should hold the full Diploma in Regulated Financial Planning - or be very close to gaining this accreditation.

Our client are offering a highly-competitive salary, full career developmental support and genuine prospects for progression.