Full job descriptionParaplanner | Guildford | Up to £50,000
Hybrid working – typically 2 days in the office | Christmas office closure


Are you a Paraplanner who enjoys the more technical aspects of financial planning, researching solutions and getting involved in the detail of client recommendations?
Would you like to join a Chartered, whole-of-market financial planning firm where you have the time, resources and support to focus on producing high-quality technical work?
And if you’re looking to progress your career, would you value a business that actively encourages development towards Chartered status, with a proven track record of progressing Paraplanners into Financial Advice?
The Company
Join an established Chartered, whole-of-market financial planning firm based in Guildford.
This is a business that genuinely values its Paraplanning function and has invested in creating a supportive structure around the team. You’ll benefit from full administrative support from a dedicated team, alongside an experienced Head of Administration & Paraplanning who focuses on ensuring effective collaboration and workflow between the two functions.
There’s also a dedicated Paraplanning Team Leader, ensuring workloads remain manageable, work is distributed effectively and everyone has the support they need.
The Role
This is an opportunity to join a technically focused paraplanning team within a whole-of-market firm, where you’ll be exposed to a broad range of financial planning solutions and cases.
You’ll work closely with Financial Advisers, researching recommendations and producing detailed suitability reports and supporting documentation.
Progression & Professional Development
The firm actively encourages and supports its Paraplanners in progressing towards Chartered status.
There’s also the potential to develop your career beyond Paraplanning. We’ve personally seen two individuals we’ve previously placed with the business progress into Financial Adviser positions.
Whether your ambition is to become a highly technical, experienced Paraplanner or eventually move into Financial Advice, this is a business that wants to support your development.
What’s on Offer?
*Up to £50,000 salary, depending on experience.
*Hybrid working, with Paraplanners typically attending the office just twice a week.
*One dedicated day each week when the whole team comes together in the office.
*20 days’ annual leave, increasing by one day each year over your first five years.
*Additional Christmas office closure, on top of your annual holiday allowance.
*Full administrative support from a dedicated team.
*Dedicated Head of Administration & Paraplanning and Paraplanning Team Leader.
*Financial and professional support towards Chartered status.
*A collaborative working environment where technical expertise is genuinely valued.
*Opportunities for longer-term career progression, including into Financial Advice.
What They’re Looking For
*A Paraplanner with around 2–3 years’ direct paraplanning experience within a financial planning business.
*Someone who has completed the Diploma in Regulated Financial Planning or is close to completion.
*A solid technical foundation across pensions, investments and wider financial planning.
*Someone who enjoys the research, technical detail and development of financial planning recommendations.
*A collaborative individual who enjoys being part of a supportive team.
*Someone keen to continue developing their technical knowledge and professional qualifications.
Interested?
If you’re looking for a technically rewarding Paraplanning role within a Chartered, whole-of-market firm, where you’ll have excellent support around you, genuine opportunities to develop and the flexibility of hybrid working, we’d love to hear from you.