PARAPLANNER - GUILDFORD

The JobsBoard; Guildford; On-site; GBP 35,000 - 50,000; Full time

Job summary

The JobsBoard is seeking a Paraplanner to join our Guildford team. You will work closely with the Head of Advice to develop bespoke client reports and financial planning strategies, including cash flow models and investment considerations.

You will analyse client requirements, prepare recommendation letters, and support back-office processes while maintaining high standards of accuracy and discretion with client data.

Qualifications

• Paraplanner role handling technical planning tasks and reports.
• Experience with trusts, IHT, pensions, or investments preferred.
• Level 4 Diploma in Paraplanning desirable but not essential with experience.
• Strong written English and attention to detail required.

Responsibilities

• Conduct full analysis of client requirements and develop cash flow models.
• Create and communicate financial planning solutions with written reports.
• Prepare letters and reports, liaising with administrators and advisers.
• Lead client review preparation and investment performance reports.
• Build and maintain client relationships via calls, letters, emails, and meetings.
• Coordinate with staff to prep applications and ensure clients are updated.
• Collaborate with solicitors and accountants to implement action plans.
• Ensure compliance in processing business and client data.

Skills

Paraplanning

Cash flow modelling

Financial analysis

Client communication

Third-party liaison

Education

Level 4 Diploma in Paraplanning

Tools

Intelliflo

FE Analytics

Fundment

Timeline

Job description

PARAPLANNER - GUILDFORD

Our client is looking for a Paraplanner to join their team based in Guildford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements.

Key Responsibilities

• Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data.
• Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of both written reports and analysis.
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents.
• Relationship Building - liaison with clients by telephone, letter, email and attending meetings where appropriate.
• Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
• Compliance - Ensuring that the business obtained is being processed compliantly and in a timely manner.

Essential Qualities:

• A high standard of accuracy and concise written output, with good attention to grammar and syntax, is required.
• Level 4 Diploma is desirable but not required if you have extensive paraplanning experience.
• Significant industry experience in the technical aspects and administration of Trusts, IHT and/or Pension and/or Investment products.
• Highly organised and have excellent communication skills.
• Possess a solution focused approach to your work.
• Adhere to a high standard of professionalism.
• You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.
• Full training is provided on the relevant IT systems. Prior experience of Intelliflo, FE Analytics, Fundment and Timeline software will be highly advantageous.

If you are interested in this position