Senior Paraplanner – Level 6 (Chartered)
Outskirts of Woking, Surrey | Full-time, office-based | Competitive salary, dependent on experience
If you are an experienced, Level 6 qualified Paraplanner looking for technically challenging work, this role offers the opportunity to get closely involved in complex financial planning rather than simply producing reports. You will support a Chartered Financial Adviser, work with high-net-worth client cases and contribute to the firm’s Investment Committee.
The Business
You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning.
The business has an established paraplanning function and provides an environment where advisers, paraplanners and administrators work closely together. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team.
The Role
Working within the paraplanning team, you will provide detailed technical support across a broad range of financial planning cases, including pensions, investments, retirement planning, taxation, trusts and inheritance tax planning.
Your responsibilities will include:
- Analysing fact finds, existing client records and adviser meeting notes.
- Undertaking cashflow modelling and detailed pension and investment research.
- Reviewing existing client portfolios and researching suitable products, providers and planning strategies.
- Preparing suitability reports covering investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning.
- Supporting advisers with preparation for client meetings and reviews, with the opportunity to attend meetings where appropriate.
- Liaising with providers and working closely with advisers, administrators and compliance.
- Keeping your technical knowledge of legislation, regulation and industry developments up to date.
- Contributing to the firm’s Investment Committee and wider business initiatives.
This is a full-time, office-based position on the outskirts of Woking.
What they are looking for
You will need to hold the Level 6 Advanced Diploma in Financial Planning and have at least four years’ paraplanning experience gained within an IFA or wealth management business. Chartered status is preferable.
You should also bring:
- Strong technical knowledge across pensions, investments, taxation, protection, trusts and estate planning.
- Excellent suitability report writing and communication skills.
- Experience with relevant industry software, such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools.
- Strong organisation and attention to detail.
- A proactive, solutions-focused approach and the ability to work effectively as part of a professional team.
- The ability to commute to the Woking area on a daily basis.
Benefits
Alongside a competitive salary based on experience, the package includes:
- 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 high-net-worth financial planning cases.
- The opportunity to contribute to the Investment Committee.
- Free on-site parking.
Applying
If you are an experienced Level 6 Paraplanner looking for a technically involved position within an established financial planning business, apply today or contact Finlink for a confidential conversation.
