Mulberry Recruitment
Paraplanner
Paraplanner at Mulberry Recruitment, based in Guildford, South East England, paying £50,000 per annum. This is a permanent role.
- Pay
- £50,000 per annum
- Hours and contract
- Permanent · On site
- Location
- Guildford, South East England
- Closing date
- Sector
- Finance & Accounting
11% below the typical rate for finance & accounting
Reference 57481744
About the role
Paraplanner
Location: Guildford
Salary: Up to £50,000 depending on experience.
Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.
Key Responsibilities:
Analyse FactFinds and meeting notes to ensure completeness and compliance.
Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
Liaise with providers to obtain accurate policy information.
Ensure all documentation is complete and compliant for processing.
Maintain internal systems to reflect real-time case progress and outcomes.
Collaborate with consultants, compliance, and business support teams to enhance service quality.
Mentor colleagues in specialised areas and contribute to knowledge sharing.
Keep up to date with market developments and maintain CPD.
Qualifications & Experience:
Proven Paraplanning experience across pensions, investments, and protection.
Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
Comfortable using Microsoft Office and provider systems.
J09 and/or working towards Chartered status (desirable)
Skills:
Meticulous attention to detail with strong analytical skills.
Proactive and confident communicator.
Organised and efficient, capable of meeting deadlines in a target-driven environment.
Team player with a desire to mentor and share knowledge.
Work Location: In person
Reference: 57481744 · Posted 1 week ago · Closes 2 Dec 2026 · Listed via Mulberry Recruitment
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