Trainee Paraplanner

Squirrel Financial Planning Ltd; Guildford; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial advisory firm in Guildford seeks a Trainee Paraplanner for a full-time hybrid position. The role involves assisting in financial planning reports, conducting research, and supporting advisers in planning. Ideal candidates will have proficiency in financial planning, excellent analytical skills, and attention to detail. Experience in financial services is a plus. Join a team committed to delivering personalized financial solutions and building lasting client relationships.

Qualifications

• Proficiency in Financial Planning and strong knowledge of Investments.
• Solid Analytical Skills and understanding of Finance principles.
• Experience or ability in Report Writing and preparation of detailed client documentation.

Responsibilities

• Assist in preparing financial planning reports and conducting research.
• Gather relevant financial information and ensure compliance with regulations.
• Support financial advisers in formulating long-term plans for clients.

Skills

Organisational skills

Attention to detail

Interpersonal skills

Communication skills

Education

CII Level 4 Diploma or willingness to work towards

Tools

Word

Excel

Job description

Based in Haslemere, Surrey, Squirrel Financial Planning is a holistic and independent firm of financial advisers dedicated to delivering financial clarity and confidence to every client. We provide personalized financial planning services, ensuring tailored solutions for each individual’s unique needs. Our commitment is to empower clients with comprehensive advice that leads to informed and confident decisions about their financial future. At Squirrel Financial Planning, we take pride in building trust and long‑term relationships with our clients.

Role Description

This is a full-time hybrid role for a Trainee Paraplanner located in Haslemere, Surrey, with some flexibility for remote work. The Trainee Paraplanner will assist in preparing financial planning reports, conducting in-depth research into investments and other financial products, and supporting financial advisers in formulating long‑term plans for clients. Key responsibilities include gathering relevant financial information, analysing data, and ensuring compliance with financial regulations while maintaining a high level of client service.

• Excellent organisational and time management skills
• Keen attention to detail and ability to work both independently and collaboratively
• Proficiency in Word and Excel
• Strong interpersonal and communication skills

Qualifications

• Proficiency in Financial Planning and strong knowledge of Investments
• Solid Analytical Skills and understanding of Finance principles
• Experience or ability in Report Writing and the preparation of detailed client documentation
• Relevant qualifications or willingness to work towards qualifications in financial planning (e.g., CII Level 4 Diploma)
• Previous experience in the financial services industry is a plus but not required.