Paraplanner (Diploma Qualified) Guildford, Surrey Salary: £40,000 - £45,000 (DOE) + Benefi
Guildford, Surrey Salary: £40,000 - £45,000 (DOE) + BenefitsThe RoleA highly regarded wealth management firm in Guildford is looking to recruit a Diploma-qualified Paraplanner to support its team of Financial Planners. This role offers the opportunity to work with a varied client base, including HNW individuals, and contribute to the delivery of high-quality, holistic financial advice.Key ResponsibilitiesDraft clear, compliant suitability reports across pensions, investments, and protection Carry out technical research and product comparisons to support advice recommendations Collaborate closely with Advisers to design and implement client strategies Ensure all work adheres to FCA regulations and internal compliance standards Analyse client portfolios and assist with reviews and rebalancing strategies Support complex financial planning cases (e.g. retirement planning, IHT, drawdown) Maintain accurate client records and documentation Keep up to date with legislative, regulatory, and market changes RequirementsLevel 4 Diploma in Financial Planning (CII or equivalent) - essential 2+ years'' experience in a paraplanning role within an IFA/wealth management firm Strong knowledge of pensions, investments, and tax planning Experience with research tools and cashflow modelling software Excellent written communication and report writing skills Strong attention to detail and ability to manage multiple cases DesirableWorking towards Chartered Financial Planner status Experience using p
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