Senior paraplanner Work, Jobs in Chilworth, Sry (with Salaries)

Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
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Menzies LLP —Woking
- Microsoft Word
- Microsoft Excel
- English
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme

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Financial Planner - Surrey
Menzies LLP —Woking
As a premier financial planning firm, we pride ourselves on empowering individuals, families, and businesses to navigate the complexities of wealth management…
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Senior paraplanner

Laithwaite Financial Services
Woking

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Job details

Part-time
Up to £50,000 a year

Benefits

Free parking
Company pension

Qualifications

Financial planning
Pension
English
Microsoft Office

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.

Senior paraplanner

Salary: up to £50,000, depending on experience

Location: Woking, Surrey

Role Summary

An excellent opportunity for an experienced Level 6 Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.

Responsibilities

Analyse client information from Fact Finds, existing records and meeting notes
Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios
Research products and services to make suitable recommendations
Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
Attend client meetings with financial advisers when required
Work closely with all members of the team to ensure timely business processing and submission
Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
Maintain relationships with product and service providers
Active involvement within the in-house Investment Committee

Requirements

Must hold Level 6 Advanced Diploma
Must have at least 4 years’ experience as a Paraplanner
Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
Technical expertise in investments, pensions, tax allowances, protection, trusts and IHT
Conscientious and diligent with meticulous attention to detail
Excellent command of English, both verbal and in writing
Team player
Locally based or within a reasonable commutable distance from the office

What we offer

Salary up to £50,000 (dependent upon experience)
25 days holiday plus bank holidays
Pension
Discretionary annual bonus
Death in service cover
Support with career development and qualifications
Sociable and professional office environment
Free parking

To apply for this role, please email 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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