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Senior Paraplanner – Level 6 (Chartered)

Laithwaite Financial Services
Woking

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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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Located In Woking

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