At a Glance
- Tasks: Support high-net-worth clients with detailed financial analysis and cashflow modelling.
- Company: Join a respected Independent Financial Adviser firm near Woking.
- Benefits: Earn up to £55,000 with 25 days leave, pension, and bonuses.
- Other info: Enjoy a friendly office culture with career development support.
- Why this job: Be part of a collaborative team making a real impact in financial planning.
- Qualifications: Experience in Paraplanning and strong analytical skills required.
The predicted salary is between 41850 - 51150 £ per year.
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking. Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
- Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning.
- Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials.
- Attend client meetings where appropriate.
- Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice.
Benefits:
- Salary up to £55,000
- 25 days annual leave + bank holidays
- Pension and death in service cover
- Discretionary annual bonus
- Career development support and exam funding
- Professional yet friendly office culture
- Free on-site parking
Technical Paraplanner in Surrey employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
