Pension Paraplanner in Surrey, Woking

Job Description 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. You will be joining a well-established and growing independent financial advice firm with a strong focus on high-quality financial planning. The office-based structure is designed around collaboration, knowledge sharing and the development of the wider team. 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. 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. Contributing to the firm’s Investment Committee and wider business initiatives. This is a full-time, office-based position on the outskirts of Woking. 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. 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. Alongside a competitive salary based on experience, the package includes: ~ Discretionary annual bonus. ~25 days’ annual leave plus bank holidays. ~ Company pension scheme. ~ 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. 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.