Paraplanner / Trainee IFA

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

Benefits offered by this job

Career progression

Professional development

Exposure to complex cases

Job summary

Blakemore Recruitment is seeking a Paraplanner for a well-established Surrey financial planning practice in Guildford. You’ll support Financial Advisers, producing high-quality technical documentation and research to deliver tailored client solutions.

There is a clear path to become an adviser within 12 months, with a supportive, collaborative team and exposure to complex cases. Excellent professional development opportunities are offered.

Qualifications

• Experience as Paraplanning or Senior Financial Planning Administrator.
• Strong knowledge of pensions, investments and planning products.
• Experience preparing suitability reports and conducting technical research.
• Excellent communication and organisational skills.
• High attention to detail and ability to manage multiple priorities.
• A proactive approach with commitment to client outcomes.
• Level 4 Diploma qualifications advantageous.

Responsibilities

• Prepare suitability reports and technical documentation.
• Conduct research across pensions, investments and protection products.
• Produce financial analysis and support recommendations.
• Prepare post-meeting documentation, including fund switches and withdrawals.
• Liase with providers and third parties for policy information.
• Manage own workflow and meet deadlines.
• Support advisers with client queries and servicing requirements.
• Collaborate with client support and operations teams.
• Contribute to business projects and regulatory initiatives.

Skills

Pensions knowledge

Investments knowledge

Financial planning

Communication skills

Organisation

Attention to detail

Education

Level 4 Diploma (advantageous)

Job description

Paraplanner/Trainee IFA

Location: Guildford, Surrey

Salary: Up to £55,000

Are you an experienced Paraplanner looking to join a professional, client-focused financial planning firm where your expertise is valued and your career can continue to develop?

We're recruiting on behalf of a well-established and highly respected Independent Financial Planning practice in Surrey that is committed to delivering outstanding advice and exceptional client service. This is an excellent opportunity to become part of a collaborative team, working closely with Financial Advisers and fellow Paraplanners in a supportive and technically focused environment. In addition, they want someone who wants to develop into being an adviser. There is a plan for this to happen within 12 months.

The Role

As a Paraplanner, you'll play a key role in supporting Financial Advisers by producing high-quality technical documentation, carrying out research, and helping to deliver tailored financial planning solutions for clients.

You’ll enjoy a varied role where you’ll be involved in:

• Preparing suitability reports and technical documentation.
• Conducting research across pensions, investments and protection products.
• Producing financial analysis and supporting recommendations.
• Preparing post-meeting documentation, including fund switches and withdrawals.
• Liaising with providers and third parties to obtain policy information.
• Managing your own workflow while ensuring deadlines are met.
• Supporting advisers with client queries and ongoing servicing requirements.
• Working collaboratively with the wider client support and operations teams.
• Contributing to business projects and regulatory initiatives where required.

About You

We're looking for someone who is technically strong, organised and enjoys working in a collaborative financial planning environment.

You’ll ideally have:

• Previous experience in a Paraplanning or Senior Financial Planning Administrator role.
• Strong knowledge of pensions, investments and financial planning products.
• Experience preparing suitability reports and conducting technical research.
• Excellent communication and organisational skills.
• High attention to detail and the ability to manage multiple priorities.
• A proactive approach with a genuine commitment to delivering excellent client outcomes.
• Progress towards, or completion of, Level 4 Diploma qualifications would be advantageous.

What's on Offer?

• Salary up to £55,000 depending on experience.
• Supportive and collaborative working environment.
• Excellent opportunities for continued professional development.
• Exposure to complex financial planning cases.
• Long-term career progression within an established and growing business.

If you're looking to join a quality-focused financial planning firm where you can further develop your technical and planning skills and make a real impact, we'd love to hear from you.