Paraplanner Work, Jobs in Crawley (with Salaries)

Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
Paraplanner
Benchmark Capital —Horsham
- Full-time
- Writing skills
- Mentoring
- Communication skills
Paraplanner
The Surrey Mortgage Company —Ashtead
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
Quick apply
7d
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
Paraplanner
Eight Financial Advice —Royal Tunbridge Wells
- £35,000 - £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
2d
Financial Planning Assistant
Herbert Scott —Lewes
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
14d
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
RGH‑Global Limited —Brighton
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Continuous improvement
Wealth Operations Manager
The Progeny Group Limited —Worthing
- Full-time
- Hybrid work
- Continuous improvement
- Team management
- Computer skills
Quick apply
14h
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills

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Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
A great communicator, able to be patient and empathise with customers and colleagues. This Level 4 diploma covers investment principles, taxation, retirement…
£33,000 - £38,000 a year
Quick apply
Private Client Tax ATT-CTA Graduate Programme
Menzies LLP —Crawley
✔️ Minimum of 2 x A levels (A-C) and one other A level or equivalent. A vibrant CSR programme & social events to connect with colleagues.
£32,000 a year

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Senior Paraplanner – Level 6 (Chartered)

Laithwaite Financial Services
Woking

Apply Now

Job details

Part-time | Full-time

Benefits

Free parking
Annual leave
Company pension
On-site parking

Qualifications

Investment
Financial planning
Pension
Report writing
Report generation
Suitability report preparation
Stakeholder liaison
Financial analysis
Multidisciplinary collaboration
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 (Office Based)

Hours: Full Time

Salary: Competitive and dependent on experience

Essential Requirements

To be considered for this role you must:

Hold a Level 6 Advanced Diploma in Financial Planning
Have a minimum of 4 years’ paraplanning experience within an Independent Financial Adviser (IFA) or Wealth Management firm
Live within a reasonable commutable distance from Woking
Be willing to work full-time from the office: This is a fully office-based role, encouraging close collaboration, knowledge sharing and team development

The Opportunity

An exciting opportunity has arisen for an experienced and technically capable Senior Paraplanner to join a well-established, growing and highly respected Independent Financial Adviser based on the outskirts of Woking.

Working as part of a collaborative and professional Paraplanning team, you will play a key role in supporting a chartered Financial Adviser, with a broad range of complex financial planning cases. This includes work involving high-net-worth clients, pensions, investments, retirement planning, tax planning, trusts and inheritance tax strategies.

This role offers much more than report writing. You will be actively involved in researching solutions, contributing to client outcomes and participating in the firm’s in-house Investment Committee.

The successful candidate will be a highly organised, detail-oriented professional with strong technical knowledge and a genuine passion for delivering high-quality financial planning support.

Key Responsibilities

Analyse client information from fact finds, existing records and adviser meeting notes
Conduct detailed financial analysis, including: Cash flow modelling, Pension and investment research, Retirement planning, Trust and IHT planning
Review and analyse existing client portfolios
Research and recommend appropriate products, providers and planning strategies
Prepare high-quality suitability reports and recommendations covering: Investments, Pensions, Drawdown, Transfers, Protection, Trusts and Inheritance tax planning
Support advisers in preparation for client meetings and reviews
Attend client meetings where appropriate
Liaise with providers and maintain effective professional relationships
Work closely with advisers, administrators and compliance to ensure efficient and timely business processing
Maintain up-to-date technical knowledge of legislation, regulation and industry best practice
Contribute to the firm’s Investment Committee and broader business initiatives

About You – You will have:

Level 6 Advanced Diploma in Financial Planning (preferable Chartered status)
A minimum of 5 years’ experience as a Paraplanner within an IFA or Wealth Management environment
Strong technical expertise across pensions, investments, taxation, protection, trusts and estate planning
Experience using industry software such as Intelliflo, wrap platforms, FE Analytics and cash flow modelling tools
Excellent report-writing and communication skills
Outstanding attention to detail and quality standards
A proactive, solutions-focused approach
The ability to work effectively as part of a professional team
Residency within a practical commuting distance of Woking

What We Offer

Competitive salary based on experience
Discretionary annual bonus
25 days annual leave plus bank holidays
Company pension scheme
Death in service benefit
Ongoing professional development and support with further qualifications
Exposure to complex HNW financial planning cases
Opportunity to contribute to the Investment Committee
Friendly, professional and collaborative working 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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Senior Paraplanner – Level 6 (Chartered)

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