Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by writing reports and conducting technical research.
- Company: Reputable wealth management firm with a strong support structure.
- Benefits: Hybrid working, competitive salary, bonuses, and clear progression opportunities.
- Other info: Enjoy a flexible work environment with excellent career growth potential.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Diploma qualified with previous paraplanning experience and strong attention to detail.
We are currently working with a highly regarded wealth management and financial planning firm who are looking to appoint an experienced Paraplanner to join their team in Guildford. This is an excellent opportunity to join a well-established business where you will play a key role in supporting Financial Planners and delivering high-quality advice to clients.
The Role:
- Writing suitability reports across pensions, investments and protection
- Conducting technical research to support client recommendations
- Supporting Financial Planners with client cases
- Assisting with cashflow modelling
- Ensuring all client files are compliant and up to date
About You:
- Diploma qualified (DipPFS)
- Previous paraplanning experience
- Strong technical knowledge
- Excellent attention to detail
What's on Offer:
- Hybrid working (1 day per week in the office)
- Competitive salary and bonus
- Strong support structure
- Clear progression opportunities
Paraplanner employer: AMG Search
Contact Detail:
AMG Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about paraplanning roles. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss suitability reports, cashflow modelling, and compliance. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications like your DipPFS. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can support our Financial Planners. Keep it concise but engaging – we love a good story!
Show Off Your Technical Skills: Since this role involves writing suitability reports and conducting technical research, make sure to showcase your strong technical knowledge. Mention specific tools or methodologies you've used in the past that relate to pensions, investments, and protection.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at AMG Search
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to pensions, investments, and protection. Be ready to discuss how you've applied this knowledge in your previous roles, as it will show that you're not just familiar with the concepts but can also implement them effectively.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Prepare examples of how you've ensured compliance and accuracy in client files or reports. This will demonstrate your commitment to delivering high-quality advice and support to Financial Planners.
✨Research the Company
Take some time to understand the wealth management firm you're interviewing with. Familiarise yourself with their values, services, and any recent news. This will help you tailor your answers and show genuine interest in the role and the company.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client cases or how they support their Paraplanners. It shows that you're engaged and thinking about how you can fit into their team.