Trainee Paraplanner | Wealth Planning

New Yesterday

Job Description

Trainee Paraplanner | Wealth Planning

Guildford


A fantastic opportunity for a bright graduate to kickstart their career in financial planning support.

We're seeking a Trainee Paraplanner to join our Guildford-based Wealth Planning team. You'll work under the guidance of experienced Paraplanners, delivering high-quality research across pensions, investments, tax planning, life insurance, and more to support Wealth Planners in providing holistic client advice.

What you'll do

  • Conduct research and cash-flow modelling to support client recommendations
  • Prepare clear, client-centric suitability reports and documentation
  • Draft technical documents and identify future advice opportunities
  • Maintain compliance with regulatory standards and company processes

What we're looking for

  • Graduate with a minimum 2:1 degree
  • Strong numerical skills with excellent attention to detail
  • Confident communicator with good organisation and time management
  • Commitment to achieving RQF Level 4 Diploma in Regulated Financial Planning
  • Proficient in MS Office (Word, Excel, PowerPoint); XPlan experience a plus
  • Proactive team player with a professional approach

What's on offer

  • Full training and structured development programme
  • Support towards industry qualifications
  • Collaborative team environment with clear progression opportunities
  • Guildford location with excellent transport links

Perfect for ambitious graduates ready to build expertise in wealth management.

Apply
Location:
Guildford
Job Type:
FullTime
Category:
Finance And Insurance

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