Guildford Paraplanning Role

3 weeks ago


Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Financial Planning Support Position

We are recruiting for a Paraplanning role in Guildford to support our client's Financial Planning firm.

Key Responsibilities:
  • Produce Client Suitability Reports and compliant paperwork.
  • Assist in managing client relationships, including receiving phone calls and providing technical information.
  • Prepare regular portfolio reviews and industry updates.
Requirements:
  • A minimum of two years' experience in a similar role within Financial Services.
  • Diploma-level qualification or close to achieving it.
  • Effective communication skills and strong attention to detail.

The estimated annual salary for this position is between £42,000 and £48,000.



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