Paraplanner
CV-Library · Guildford, England ·
Paraplanner Location: Guildford Salary: Up to £50,000 depending on experience. Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning.
As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities
Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality.
Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection.
Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. J09 and/or working towards Chartered status (desirable)
Skills
Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Work Location: In person