Paraplanner/Trainee Paraplanner Godalming

Career Paraplanner/Trainee Paraplanner

£30,000 to 39,000 (DOE) Office Based | 1 Day Working from Home | Flexi-Time Available

A highly respected and growing Financial Planning firm is seeking a Career Paraplanner to join its established team.

This opportunity is ideal for a Paraplanner who genuinely enjoys the technical side of financial planning and sees paraplanning as a long-term career, rather than simply a route into advising. The firm is happy to consider both experienced Paraplanners and those who are earlier in their qualification journey, provided they have existing paraplanning experience and a desire to develop within the role.

The Role

Working closely with Financial Advisers, you will provide technical support across a broad range of financial planning cases, helping to deliver high-quality advice and client outcomes.

Responsibilities include:

• Analysing client fact-finds and financial information
• Conducting research on pensions, investments and protection solutions
• Preparing high-quality suitability reports
• Researching providers, platforms and investment solutions
• Supporting advisers with recommendation development
• Undertaking technical analysis and due diligence
• Liaising with compliance teams to ensure regulatory standards are met
• Working alongside administrators throughout the advice process
• Assisting with the implementation of new business
• Maintaining technical and regulatory knowledge through ongoing CPD

About You

The ideal candidate will have:

• Previous paraplanning experience within a Financial Planning or Wealth Management firm
• Progress towards the Level 4 Diploma in Financial Planning, or already qualified
• Strong report writing and technical research skills
• Excellent attention to detail
• A good understanding of compliance and regulatory requirements
• Strong communication and organisational skills

Most importantly, you will value the paraplanning profession and be looking to build a long-term career within a technical role. The business has a strong advisory team in place and is looking for someone who is happy to continue developing as a Paraplanner over the next few years rather than seeking an immediate move into advice.

What's on Offer?

• Competitive salary and benefits package
• Pension scheme
• Private healthcare
• 1 day per week working from home
• Flexi-time scheme
• Ongoing study support and professional development
• Friendly and collaborative team environment
• Long-term career stability within a growing business

This is an excellent opportunity to join a successful financial planning firm that genuinely values its Paraplanners and provides the support, flexibility and career progression needed to build a rewarding long-term future.