Paraplanner to Adviser: Fast-Track Growth

Blakemore Recruitment; Guildford; On-site; GBP 33,000 - 55,000; Full time

Job summary

Blakemore Recruitment is recruiting for a Paraplanner/Trainee IFA in Guildford, Surrey. You will support Financial Advisers by producing technical documentation and conducting research to deliver tailored planning solutions.

The role offers a clear route to becoming an adviser within 12 months, with a collaborative, client-focused environment and opportunities for professional development.

Qualifications

• Experience producing suitability reports and technical research.
• Strong knowledge of pensions, investments and protection.
• Excellent communication and organisational skills.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Prepare suitability reports and technical documentation.
• Conduct research across pensions, investments and protection.
• Produce financial analysis and support recommendations.
• Prepare post-meeting documentation including fund switches.

Skills

Paraplanning experience

Pensions knowledge

Investments knowledge

Report writing

Education

Level 4 Diploma (advantageous)

Job description

Blakemore Recruitment is recruiting for a Paraplanner/Trainee IFA in Guildford, Surrey. You will support Financial Advisers by producing technical documentation and conducting research to deliver tailored planning solutions.

The role offers a clear route to becoming an adviser within 12 months, with a collaborative, client-focused environment and opportunities for professional development.