Paraplanner; Investments/Mortgages/Pensions
Listed on 2026-10-20
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Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Services
Guildford
45,000 - 50,000 + Training / Development Opportunities + Progression + Company Benefits
Are you an Paraplanner looking for a new role with a company that has monthly CPD events to help you continue to upskill yourself, progress your career and earning potential?
Do you want to work for well run and organised business that puts its staffs wellbeing at the forefront of all decision making?
On offer is the chance for an Paraplanner that wants to work with industry experts who can provide one on one training and have monthly leave to attend CPD events, regular pay and progression reviews, in a business with fantastic staff retention.
This business have a best in class industry reputation, regular pay and progression reviews among other incentives which has built a very collaborative and cohesive work environment.
This role would suit an Paraplanner that wants training in new areas and is local to Guildford.
The role- Analyse fact-finding data to build suitability reports
- Use paraplanner software to amend and mould template reports
- Work with IFA's for client recommendations
- Keeping up to date with regulatory and compliance knowledge
- Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online
- Experience as an Paraplanner
- Financial planning diploma or similar
- Commutable distance to Guildford
Reference: BBBH
27802
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