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- Tasks: Support financial advisers with client analysis, research, and reporting in a dynamic role.
- Company: Respected Independent Financial Adviser with over 20 years of expertise.
- Benefits: Competitive salary, 25 days holiday, pension, and career development support.
- Why this job: Join a fast-growing team and make a real impact in wealth management.
- Qualifications: Level 4 Diploma in Financial Planning and Paraplanning experience required.
- Other info: Sociable office environment with opportunities for professional growth.
The predicted salary is between 42000 - 58000 £ per year.
My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team. This is an excellent opportunity for an experienced 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. 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:
- Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
- Experience as a Paraplanner
- Experience with Intelliflo or other back office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
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
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Locations
Senior Paraplanner in Surrey, Woking employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Surrey, Woking
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to a referral, which is golden in landing that Senior Paraplanner role.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can confidently discuss advanced financial analysis, cashflow modelling, and IHT planning. We want you to shine when they ask about your experience with Intelliflo or other back office systems!
✨Tip Number 3
Showcase your soft skills! Being a great Paraplanner isn't just about numbers; it's also about communication and teamwork. Be ready to share examples of how you've supported advisers and collaborated with your team in past roles.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive and engaged in their job search.
We think you need these skills to ace Senior Paraplanner in Surrey, Woking
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with financial analysis, cashflow modelling, and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description. We love a good story!
Showcase Your Technical Skills: Don’t forget to mention your experience with Intelliflo, Wrap Platforms, and other software. We’re keen on candidates who are tech-savvy and can hit the ground running, so make sure to highlight these skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Clear IT Recruitment
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and IHT. Familiarise yourself with the tools mentioned in the job description, like Intelliflo and cashflow planning software, so you can confidently discuss how you've used them in your previous roles.
✨Showcase Your Experience
Prepare specific examples from your past work as a Paraplanner that highlight your analytical skills and ability to support advisers. Think about complex cases you've handled and be ready to explain your thought process and the outcomes of your actions.
✨Ask Insightful Questions
Demonstrate your interest in the role by preparing thoughtful questions about the company’s approach to client management and their investment strategies. This shows you're not just looking for any job, but that you're genuinely interested in contributing to their team.
✨Stay Updated on Regulations
Since compliance is key in financial planning, make sure you’re up to date with the latest regulations and best practices. Being able to discuss recent changes and how they impact financial advice will set you apart as a knowledgeable candidate.
