💼 Full-Time Position

Paraplanner - Godalming

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Blakemore Recruitment
📍 Godalming, England, United Kingdom
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Location
Godalming, United Kingdom
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Posted
June 09, 2026
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Type
Full-Time
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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

We are currently recruiting for a Financial Planning practice near Godalming who are looking to recruit a Paraplanner to join their team.

They are looking for an experienced Paraplanner to join our team. They are looking for Level 4 or close to completing remaining modules. Ideally a career paraplanner who can bring solid experience into the team, champion good working practices and work as a key part of our advice process.


The Role

  • Drive and manage the planning workflow

  • Receive and implement requests from the Advisers

  • Gather and record client data

  • Prepare and compare financial analysis

  • Prepare reports to a professional and timely standard

  • Provide information for annual reviews and identify areas not covered

  • Communicate with selected clients (face to face or remote) and third parties

  • Develop and maintain all processes relevant to technical support

  • Communicat...