Paraplanner - Join a Top-Performing Wealth Management Firm in Guildford, £45,000 - £60,000

Financial Divisions; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

An award-winning wealth management firm in Guildford is seeking a detail-driven Paraplanner to join their high-achieving team. The successful candidate will research pensions, produce suitability reports, and support personalized financial plans. Ideal candidates will have proven experience, a strong understanding of financial products, and ideally be Diploma Level 4 qualified. This role offers excellent career progression in a flexible environment.

Benefits

Career progression support

Collaborative culture

Flexible work environment

Qualifications

• Proven experience as a Paraplanner in an IFA or wealth management environment.
• Strong understanding of financial products, tax planning, and regulatory requirements.
• Clear communicator with sharp attention to detail and proactive attitude.

Responsibilities

• Research pensions, investments, and tax-efficient strategies.
• Produce accurate, compliant suitability reports.
• Support the construction of personalised financial plans.
• Liaise with providers and maintain client records.
• Stay updated with legislation and product developments.

Skills

Experience as a Paraplanner

Understanding of financial products

Tax planning knowledge

Attention to detail

Communication skills

Education

Diploma Level 4 qualified

Job description

Location: Guildford, Surrey Established, Award-Winning IFA Firm

Are you a detail-driven Paraplanner ready to take your skills to the next level? Do you want to join a high-achieving, client-focused team that's passionate about making a real impact? If yes - read on.

Why This Role Stands Out:

• Exceptional Reputation - We're a trusted name in wealth management with nearly 30 years of success and a client base that grows organically through referrals.
• Career Progression - Whether you're building toward Chartered status or seeking new technical challenges, we'll support your growth every step of the way.
• Collaborative Culture - Join a team of experts who share knowledge, support each other, and put clients first - always.
• Balance & Flexibility - Enjoy a healthy mix of professional challenge and personal wellbeing in a flexible, empowering environment

What You'll Be Doing:

In this pivotal Paraplanner role, you'll partner closely with our financial advisers to deliver first-class planning support and technical insight. You'll be responsible for:

• Researching pensions, investments, and tax-efficient strategies
• Producing accurate, compliant suitability reports
• Supporting the construction of personalised financial plans
• Liaising with providers and maintaining first-rate client records
• Staying up to date with legislation and product developments

What We're Looking For:

• Proven experience as a Paraplanner in an IFA or wealth management environment
• Strong understanding of financial products, tax planning, and regulatory requirements
• Ideally Diploma Level 4 qualified (or close to completion)
• Clear communicator with sharp attention to detail and proactive attitude

This is a fantastic opportunity for a professional Paraplanner who thrives in a fast-paced, intellectually rewarding setting - and wants to be part of something bigger than just a 9-5.

Apply now to Ryan at Financial Divisions with your CV and a brief introduction.

Be the Paraplanner that helps us shape the future of financial advice.