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Holistic Paraplanner - Pensions, Investments & Protection

Job in Guildford, Surrey County, GU1, England, UK
Listing for: Mulberry Recruitment
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 45000 - 55000 GBP Yearly GBP 45000.00 55000.00 YEAR
Job Description & How to Apply Below

Mulberry Recruitment is seeking a Paraplanner in Guildford to support financial consultants with research, reports, and compliance. You will prepare high-quality suitability reports and perform whole-of-market research across pensions, investments, protection, and estate planning.

The role focuses on accuracy, timely delivery, and collaboration with compliance and business support teams. You will mentor colleagues, keep CPD up to date, and maintain internal case progress while ensuring client

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