Paraplanner - Guildford Up to £45,000 + Genuine Career Development
Sometimes the right move isn't the flashiest one - it's the one that gives you the foundations to actually build something. If you're a Diploma-qualified Paraplanner who wants to do great work in a firm that lets you get on with it, read on.
Based in Guildford, our client is a respected independent wealth management firm with a loyal client base and a team that genuinely enjoys working together. They're not chasing volume - they're focused on quality advice, long-term client relationships and getting the details right. As they continue to grow, they're looking for a talented Paraplanner to come in and make the role their own.
The technical work here is varied and interesting. You'll be producing well-crafted suitability reports, carrying out research across pensions, investments and protection, and working closely with the adviser team to ensure every recommendation is robust, compliant and clearly evidenced. There's no conveyor belt mentality here - each case is treated with the care it deserves.
Day to day you'll be involved in report writing, case preparation, provider liaison, pipeline management and keeping client records in good order. It's a broad and satisfying remit for someone who genuinely enjoys the craft of paraplanning.
To be considered you'll need your Level 4 Diploma, a minimum of two years' paraplanning experience and the kind of methodical, considered approach that produces consistently strong work. What you'll get in return is a firm that invests in its people, a genuinely supportive culture and a real platform to develop your career over the long term.
Salary up to £45,000 depending on experience.
To find out more, drop your CV across to Jo at Financial Divisions - no hard sell, just an honest chat about whether it could be the right fit.