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:
• 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.
Paraplanner in Woking employer: Clear Legal & Financial Recruitment Careers
Join a dynamic and supportive team in our London office, where we prioritise professional development and foster a collaborative work culture. As a Senior Costs Draftsperson / Costs Lawyer, you will benefit from competitive remuneration, comprehensive training opportunities, and the chance to make a significant impact in the legal aid sector. Our commitment to employee growth and well-being makes us an exceptional employer for those seeking meaningful and rewarding careers.
Contact Details:
Clear Legal & Financial Recruitment Careers Recruitment Team
