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