At a Glance
- Tasks: Support Chartered Financial Advisers with complex financial planning cases and research solutions.
- Company: Respected Independent Financial Adviser based in Knaphill, Woking.
- Benefits: Competitive salary, discretionary bonus, 25 days leave, pension scheme, and professional development.
- Other info: Engage in detailed financial analysis and contribute to the firm's Investment Committee.
- Why this job: Join a collaborative team and make a real impact on high-net-worth clients' financial futures.
- Qualifications: Level 6 Advanced Diploma in Financial Planning and 5 years' paraplanning experience required.
The predicted salary is between 49500 - 60500 £ per year.
An exciting opportunity has arisen for an experienced and technically capable Senior Paraplanner to join a well-established, growing and highly respected Independent Financial Adviser based in Knaphill on the outskirts of Woking.
Working as part of a collaborative and professional Paraplanning team, you will play a key role in supporting a Chartered Financial Adviser, with a broad range of complex financial planning cases. This includes work involving HNW clients, pensions, investments, retirement planning, tax planning, trusts and inheritance tax strategies.
This role offers much more than report writing. You will be actively involved in researching solutions, contributing to client outcomes and participating in the firm's in-house Investment Committee.
The successful candidate will be a highly organised, detail-oriented professional with strong technical knowledge and a genuine passion for delivering high-quality financial planning support.
- Conduct detailed financial analysis, including: cashflow modelling, pension and investment research, retirement planning, trust and IHT planning.
- Research and recommend appropriate products, providers and planning strategies.
- Prepare high-quality suitability reports and recommendations covering: investments, pensions, drawdown, transfers, protection, trusts and inheritance tax planning.
- Contribute to the firm's Investment Committee and broader business initiatives.
Requirements:
- Level 6 Advanced Diploma in Financial Planning (Chartered status desirable).
- A minimum of 5 years' experience as a Paraplanner within an IFA or Wealth Management environment.
- Strong technical expertise across pensions, investments, taxation, protection, trusts and estate planning.
- Experience using industry software such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools.
- Outstanding attention to detail and quality standards.
Benefits:
- Competitive salary based on experience.
- Discretionary annual bonus.
- 25 days annual leave plus bank holidays.
- Company pension scheme.
- Ongoing professional development and support with further qualifications.
- Exposure to complex HNW financial planning cases.
- Opportunity to contribute to the Investment Committee.
- Free on-site parking.
Locations
Paraplanner - Senior paraplanner in Surrey, Woking employer: Laithwaite Financial Services Ltd
Join a well-established and respected Independent Financial Adviser on the outskirts of Woking, where you will thrive in a collaborative and professional environment. With a focus on employee growth, we offer ongoing professional development, exposure to complex financial planning cases, and a friendly workplace culture that values teamwork and knowledge sharing. Enjoy competitive salaries, generous annual leave, and the opportunity to contribute to our Investment Committee while working closely with experienced professionals.
Contact Details:
Laithwaite Financial Services Ltd Recruitment Team
