Paraplanner Location: Guildford Salary: Up to £50,000 depending on experience. Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications Experience:
Paraplanner in Surrey employer: Mulberry Recruitment Careers
Join a well-established law firm in Swallowfield, where you will thrive in a supportive and collaborative environment as a Family Law Solicitor. With a focus on professional development, you'll manage a varied caseload while receiving guidance from experienced practitioners, ensuring you build strong client relationships and deliver high-quality legal advice. This firm values its employees, offering excellent growth opportunities and a commitment to maintaining high standards of client care.
Contact Details:
Mulberry Recruitment Careers Recruitment Team
