Paraplanner
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-09-12
Listing for:
Mulberry Recruitment
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Compliance, Financial Advisor / Consultant
Job Description & How to Apply Below
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 Fact Finds 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.
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)
- 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
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