Job Description

Senior Paraplanner

Location: Guildford (hybrid working available) Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

  • Conduct research across pensions, investments, protection, and tax planning
  • Prepare suitability reports and client documentation to a high standard
  • Produce cashflow modelling and financial calculations
  • Support Financial Planners in developing suitable client recommendations
  • Ensure all work is compliant, clear, and client-focused
  • Identify additional planning opportunities where appropriate

Team & Development

  • Provide guidance an...

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