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
Paraplanner employer: Mulberry Recruitment
Join a dynamic and supportive insurance brokerage in Wokingham, where you will receive comprehensive training and the opportunity to grow your career in the insurance industry. With a friendly work culture that values teamwork and communication, this role offers a chance to develop your skills while contributing to a thriving business. Enjoy a competitive salary and the satisfaction of providing excellent customer service in a busy and engaging environment.
