At a Glance
- Tasks: Provide expert financial planning support and analysis for high-net-worth clients.
- Company: Respected Independent Financial Adviser practice near Woking.
- Benefits: Up to £50,000 salary, bonus, 25 days leave, and career development support.
- Other info: Office-based role with strong growth opportunities and a friendly work environment.
- Why this job: Join a collaborative team and tackle complex financial challenges.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years paraplanning experience required.
The predicted salary is between 45000 - 50000 £ per year.
Full-Time | Office-Based
About Us
We are a well-established, highly respected and growing Independent Financial Adviser practice based on the outskirts of Woking.
We provide bespoke financial planning advice to a loyal and expanding client base, including high-net-worth individuals with complex planning needs.
We are seeking an experienced and technically proficient paraplanner to join our established team.
This is an excellent opportunity for someone who enjoys complex financial planning work and wants to play a key role in delivering exceptional client outcomes within a professional, collaborative environment.
This is a fully office-based role, offering close collaboration with advisers, administrators and fellow paraplanners.
The Role
As a paraplanner, you will work closely with Financial Advisers to provide comprehensive research, analysis and technical support across all areas of financial planning.
You will be involved in the full advice process, from undertaking research and analysing client circumstances through to preparing high-quality suitability reports and helping develop planning strategies.
This role offers exposure to
- Retirement planning and pension strategies
- Investment portfolio construction and review
- Cash flow modelling
- Inheritance Tax planning
- Trust and estate planning
- Protection planning
- HNW and complex client cases
Key Responsibilities
- Analyse client information obtained from fact finds, meeting notes and existing records.
- Conduct detailed research and technical analysis across pensions, investments, tax planning, protection, trusts and estate planning.
- Prepare suitability reports, recommendation letters and supporting documentation to a consistently high standard.
- Undertake cash flow modelling and scenario analysis.
- Research products, platforms and providers to identify suitable client solutions.
- Review and analyse existing investment and pension arrangements.
- Support advisers before and after client meetings.
- Attend client meetings where appropriate.
- Ensure advice recommendations meet regulatory and compliance requirements.
- Keep up to date with FCA regulation, legislation and industry developments.
- Build and maintain strong relationships with providers and professional connections.
- Contribute to the firm's Investment Committee and broader technical planning initiatives.
About You
You will be an experienced Paraplanner with a strong technical knowledge base and a genuine passion for financial planning.
You will possess
Essential
- Minimum Level 4 Diploma in Financial Planning.
- At least 3 years' experience in a dedicated Paraplanning role within an IFA, Financial Planning or Wealth Management firm.
- Strong technical knowledge across pensions, investments, protection, trusts, tax planning and inheritance tax.
- Proven experience writing detailed suitability reports.
- Experience using back-office systems, wrap platforms and financial planning software.
- Excellent analytical and research skills.
- Exceptional attention to detail and accuracy.
- Strong written and verbal communication skills.
- Ability to manage multiple cases and prioritise workloads effectively.
- Professional, proactive and team-oriented approach.
Desirable
- Experience working with high-net-worth clients.
- Experience using Intelliflo, FE Analytics and cash flow modelling software.
What We Offer
- Salary up to £50,000 (depending on experience)
- Discretionary annual bonus.
- 25 days annual leave plus bank holidays.
- Company pension scheme.
- Death in Service benefit
- Full support for professional qualifications and career development.
- Exposure to complex and technically challenging financial planning work.
- Friendly, collaborative and professional team environment.
- Free on-site parking.
Please note
This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.
Senior Paraplanner in Woking employer: Laithwaite Financial Services Ltd Careers
Join a well-established and respected Independent Financial Adviser practice near Woking, where you will thrive in a collaborative and professional environment. We offer competitive salaries, generous annual leave, and full support for your professional development, ensuring you have the opportunity to grow your career while working on complex financial planning cases for high-net-worth clients. With a focus on teamwork and exceptional client outcomes, this is an excellent place for experienced paraplanners to make a meaningful impact.
Contact Details:
Laithwaite Financial Services Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Woking
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We think you need these skills to ace Senior Paraplanner in Woking
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