Shape Your Future in Financial Planning – Career-Building Paraplanner Role in Godalming

Job Title: Paraplanner – Wealth Management (Part-Qualified, Godalming)

Looking to grow your Paraplanning career in a supportive, ambitious environment that invests in your future? This opportunity in Godalming offers more than just a role – it’s a pathway to progression within a respected and values-driven wealth management firm.

If you're part-qualified (working towards Diploma via CII, LIBF or equivalent) and ready to take the next step, this firm offers a clearly structured development journey with tangible opportunities to advance into Senior Paraplanning, Advisory, or Technical Specialist roles.

Company Overview

This highly regarded, client-centric firm stands out for its long-term commitment to developing people. With strong foundations in training, mentoring, and internal promotion, the team fosters a culture where Paraplanners are empowered to evolve into the next generation of financial planners and technical experts.

Operating from the Godalming office, you’ll join a collaborative environment where your contribution is valued, and your progression is actively supported through regular development reviews and funded qualifications.

Responsibilities

Support Advisers with client-facing and technical paraplanning, including suitability reports, research, and financial analysis.
Conduct cashflow planning, product comparisons, and produce accurate illustrations using tools like Intelligent Office (IO) and Genovo.
Take ownership of client communication, preparing documentation and attending meetings when needed.
Collaborate with Administrators to ensure efficient processing of business submissions and policy tracking.
Engage in projects to improve systems and client journey processes.
Keep up to date with industry changes, compliance regulations, and internal quality standards.

Requirements

Experience in Paraplanning
Part-qualified (working towards Level 4 Diploma via CII, LIBF, or equivalent).
Strong grasp of financial products, platforms, and investment principles.
Excellent written communication and analytical skills.
Highly organised with attention to detail and a process-driven mindset.
Familiarity with IO and financial planning tools is desirable.
A genuine desire to develop into a senior or advisory position over time.

Benefits

Salary up to £48,000, depending on experience and qualifications.
Fully funded pathway to Diploma, Chartered, or Adviser roles.
Clearly mapped career framework with regular reviews and mentoring.
Hybrid working options 3 days in the office and 2 days from home
Supportive, team-oriented culture with access to complex client work.
Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.

Paraplanner