At a Glance
- Tasks: Support Financial Advisers by creating high-quality documentation and conducting financial research.
- Company: Respected Independent Financial Planning firm in Guildford, focused on client service.
- Benefits: Competitive salary up to £55,000 and a clear path to becoming an adviser within 12 months.
- Other info: Dynamic workplace with opportunities for professional development and client-focused work.
- Why this job: Join a collaborative team and develop your career in a supportive environment.
- Qualifications: Experience as a Paraplanner and a desire to grow into an adviser role.
The predicted salary is between 38250 - 46750 £ per year.
Location: Guildford, Surrey
Salary: Up to £55,000
Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop? We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Surrey that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment.
In addition, they want someone who wants to develop into being an adviser. There is a plan for this to happen within 12 months.
The Role
As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients. You'll enjoy a varied role where you'll be involved in:
- Preparing suitability reports and technical documentation.
- Conducting research across pensions, investments and protection products.
- Producing financial analysis and supporting recommendations.
- Preparing post-meeting documentation, including fund switches.
Paraplanner/Trainee IFA in Guildford employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
