Paraplanner in Godalming

Are you a detail-driven financial services professional looking to take the next step in your career? We’re looking for an experienced and motivated Paraplanner to join a successful and forward-thinking financial planning team. This is an exciting opportunity for someone who enjoys technical analysis, creating high-quality client solutions, and working closely with Financial Advisers to deliver exceptional outcomes. If you have a passion for financial planning, strong technical knowledge, and enjoy making a real difference for clients, we’d love to hear from you. Key Responsibilities: * Preparing detailed suitability reports and financial planning recommendations * Conducting research and analysis across pensions, investments, protection, and retirement planning * Supporting Financial Advisers with client reviews and advice preparation * Analysing client information and preparing cashflow and financial planning documents * Liaising with providers and third parties to obtain relevant information * Ensuring all advice documentation meets compliance and regulatory standards * Maintaining accurate client records and updating internal systems * Supporting the smooth progression of client cases from initial advice through to completion * Keeping up to date with industry changes, regulations, and financial products * Building strong working relationships with advisers and internal teams Experience and Skills Requirements * Previous experience within a Paraplanner role or similar financial planning support position * Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification required * Strong technical knowledge across investments, pensions, protection, and retirement planning * Excellent report writing and analytical skills * Strong attention to detail and ability to work accurately under pressure * Professional communication skills with a client-focused approach * Excellent organisational skills with the ability to manage multiple priorities * Competent IT skills, including Microsoft Office and financial planning software * Proactive, positive, and committed approach to personal development If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted