Paraplanner: Growth, Training & Progression in Guildford

Ernest Gordon Recruitment Limited; Guildford; On-site; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Training opportunities

Career progression

Company benefits

Job summary

Ernest Gordon Recruitment Limited is supporting a leading financial services firm in Guildford to recruit a Paraplanner (Investments / Mortgages / Pensions). This role offers a salary of £45,000 - £50,000 plus training and development opportunities, progression, and comprehensive company benefits.

You will analyse fact-finding data to build suitability reports, use paraplanner software, and work with IFAs to inform client recommendations while staying up to date with regulatory knowledge.

Qualifications

• Must have experience as a Paraplanner.
• Financial planning diploma or similar.
• Commutable distance to Guildford.

Responsibilities

• Analyse fact-finding data to build suitability reports.
• Use paraplanner software to amend and mould template reports.
• Work with IFA's for client recommendations.
• Keeping up to date with regulatory and compliance knowledge.
• Use of Paraplanner software such as Synaptics, Square Mile, and Paraplanner Online.

Skills

Paraplanner experience

Analytical skills

Education

Financial planning diploma or similar

Tools

Synaptics

Square Mile

Paraplanner Online

Job description

Ernest Gordon Recruitment Limited is supporting a leading financial services firm in Guildford to recruit a Paraplanner (Investments / Mortgages / Pensions). This role offers a salary of £45,000 - £50,000 plus training and development opportunities, progression, and comprehensive company benefits.

You will analyse fact-finding data to build suitability reports, use paraplanner software, and work with IFAs to inform client recommendations while staying up to date with regulatory knowledge.