Holistic Paraplanner - Pensions, Investments & Protection
Listed on 2026-10-10
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
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
We would love to welcome a new Holistic Paraplanner
- Pensions, Investments & Protection to our group in Guildford, England, United Kingdom.
Join us at Mulberry Recruitment as our next Holistic Paraplanner
- Pensions, Investments & Protection in Guildford, England, United Kingdom.
We are currently recruiting a Holistic Paraplanner
- Pensions, Investments & Protection for our team in Guildford, England, United Kingdom.
This is a great opening to take on the Holistic Paraplanner
- Pensions, Investments & Protection role at Mulberry Recruitment.
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