29th July 2022
Job Type


We are currently recruiting for a Financial Planning practice in Guildford who are looking to recruit a Paraplanner or a Trainee Paraplanner.

A leading global financial planning firm is looking for an exceptional individual to join its rapidly expanding team of experienced advisors and paraplanners. This exciting opportunity offers an excellent career progression path within the paraplanning team.

The right candidate will need to possess the following qualifications:

  • Level 4 CII Diploma or have the Certificate of Paraplanning from the CII or CISI. However, ambitious part-qualified candidates will also be considered.
  • Willingness to progress and pass new exams such as J09 (Paraplanning), J10 (Discretionary Investment Management), J02 Trusts, AF03 (Advanced pension planning)

Experience to include:

  • Previous experience as a paraplanner, report writing
  • The ability to understand simple and some complex financial products
  • Understand how to make recommendations for financial objectives
  • Ability to define risk tolerance, risk capacity (capacity for loss), risk perception etc.
  • Previous experience with the Intelliflo Office system is a definite advantage.

The ideal candidate will be hard working, polite, a good communicator, able to work under pressure on multiple tasks, willing to learn from colleagues and be a great team player. A driving licence and means of transport is essential due to the location of the office as this is a full-time office based role.

The successful candidate will have exceptional attention to detail, customer manner, confidence and enthusiasm. This is a rare opportunity to join a company who offer excellent benefits, in-house training and study support to drive career progression.

Optional Cover Letter
Drop files here browse files ...

Related Jobs

Paraplanner - Guildford   Guildford new
7th March 2024
Are you sure you want to delete this file?