Paraplanner

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Senior Paraplanner – Level 4

Laithwaite Financial Services
Woking

Apply Now

Job details

Part-time | Full-time
Up to £50,000 a year
6 days ago

Benefits

Free parking
Annual leave
Company pension
On-site parking

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Report writing
Suitability report preparation
Financial analysis
Analysis skills
Estate planning
Communication skills

Full job description

If you want to contribute to our business success, We are always open to flexible and part time working, and many staff already structure their hours to suit life outside the office.

To find out more, please send your CV directly to [email protected] and we will be in touch.

Location: Outskirts of Woking, Surrey

Salary: Up to £50,000 (DOE) + Benefits

Full-Time | Office-Based

About Us

We are a well-established, highly respected and growing Independent Financial Adviser practice based on the outskirts of Woking. We provide bespoke financial planning advice to a loyal and expanding client base, including high-net-worth individuals with complex planning needs.

We are seeking an experienced and technically proficient Paraplanner to join our established team. This is an excellent opportunity for someone who enjoys complex financial planning work and wants to play a key role in delivering exceptional client outcomes within a professional, collaborative environment.

This is a fully office-based role, offering close collaboration with advisers, administrators and fellow paraplanners.

The Role

As a Paraplanner, you will work closely with Financial Advisers to provide comprehensive research, analysis and technical support across all areas of financial planning.

You will be involved in the full advice process, from undertaking research and analysing client circumstances through to preparing high-quality suitability reports and helping develop planning strategies.

This role offers exposure to:

Retirement planning and pension strategies
Investment portfolio construction and review
Cash flow modelling
Inheritance Tax planning
Trust and estate planning
Protection planning
High-net-worth and complex client cases

Key Responsibilities

Analyse client information obtained from fact finds, meeting notes and existing records.
Conduct detailed research and technical analysis across pensions, investments, tax planning, protection, trusts and estate planning.
Prepare suitability reports, recommendation letters and supporting documentation to a consistently high standard.
Undertake cash flow modelling and scenario analysis.
Research products, platforms and providers to identify suitable client solutions.
Review and analyse existing investment and pension arrangements.
Support advisers before and after client meetings.
Attend client meetings where appropriate.
Ensure advice recommendations meet regulatory and compliance requirements.
Keep up to date with FCA regulation, Consumer Duty requirements, legislation and industry developments.
Build and maintain strong relationships with providers and professional connections.
Contribute to the firm’s Investment Committee and broader technical planning initiatives.

About You

You will be an experienced Paraplanner with a strong technical knowledge base and a genuine passion for financial planning.

You will possess:

Essential

Minimum Level 4 Diploma in Financial Planning.
At least 3 years’ experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm.
Strong technical knowledge across pensions, investments, protection, trusts, tax planning and inheritance tax.
Proven experience writing detailed suitability reports.
Experience using back-office systems, wrap platforms and financial planning software.
Excellent analytical and research skills.
Exceptional attention to detail and accuracy.
Strong written and verbal communication skills.
Ability to manage multiple cases and prioritise workloads effectively.
Professional, proactive and team-oriented approach.

Desirable

Experience working with high-net-worth clients.
Experience using Intelliflo, FE Analytics and cash flow modelling software.

What We Offer

Salary up to £50,000 depending on experience.
Discretionary annual bonus.
25 days annual leave plus bank holidays.
Company pension scheme.
Death in Service benefit
Full support for professional qualifications and career development.
Exposure to complex and technically challenging financial planning work.
Friendly, collaborative and professional team environment.
Free on-site parking.

Please note: This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.

To apply for this role, please e-mail your CV to [email protected]

Located In Woking

The Forge, 101 Robin Hood Road, Knaphill, Woking, Surrey, GU21 2LS

Apply Now

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