At a Glance
- Tasks: Analyse client information and conduct advanced financial analysis for high-net-worth cases.
- Company: Respected Independent Financial Adviser with a dynamic and supportive team culture.
- Benefits: Competitive salary up to £50K, pension, bonuses, and career development support.
- Other info: Friendly office environment with free parking and a focus on teamwork.
- Why this job: Join a growing firm and make a real impact in financial planning for clients.
- Qualifications: Diploma in Financial Planning and at least 2 years' Paraplanning experience required.
The predicted salary is between 50000 - 50000 £ per year.
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. The Senior Paraplanner will collaborate closely with financial advisers to deliver high-quality financial planning services and also work within the in-house investment team to conduct analysis of existing and future investment strategies. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude with meticulous attention to detail and a solutions focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
Responsibilities
- Analyse client information from Fact Finds, existing records and meeting notes
- Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
- Support advisers ahead of client meetings/reviews and analyse client's existing portfolios
- Research products and services to make suitable recommendations
- Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
- Attend client meetings with financial advisers when required
- Work closely with all members of the team to ensure timely business processing and submission
- Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
- Maintain relationships with product and service providers
- Active involvement within the In-house Investment Committee
Requirements
- Diploma or Advanced Diploma in Financial Planning (Minimum Level 4) and familiarity with FCA regulations
- Must have at least 2 years’ experience as a Paraplanner
- Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
- Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
- Conscientious and diligent with meticulous attention to detail
- Excellent command of English, both verbal and in writing
- Team player
- Local to Woking and within a reasonable commutable distance from the office as fully office-based role
What we offer
- Salary Up to £50K (Negotiable - dependent upon experience)
- Pension
- Discretionary annual bonus
- Support with career development and qualifications
- Professional and sociable office environment
- Free parking
As a growing and dynamic organization, the company values motivated individuals eager to join our friendly team.
Senior Paraplanner in Woking employer: Laithwaite Financial Services Ltd
Join a well-established and fast-growing Independent Financial Adviser on the outskirts of Woking, where you will thrive in a professional and sociable office environment. With a focus on employee growth, we offer support for career development and qualifications, alongside competitive salaries and a discretionary annual bonus. Our collaborative culture encourages teamwork and meticulous attention to detail, making it an excellent place for experienced Paraplanners to make a meaningful impact.
Contact Details:
Laithwaite Financial Services Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in Woking
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Senior Paraplanner role!
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share specific examples of your past work, especially those complex financial cases you've handled. We want to see your technical expertise shine through!
✨Be Prepared for Interviews
Do your homework before any interview. Know the company inside out, understand their values, and be ready to discuss how you can contribute to their team. This shows you’re genuinely interested and ready to jump in!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Senior Paraplanner in Woking
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Paraplanner role. Highlight your experience with HNW clients and any specific financial planning expertise you have. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a perfect fit for our team. Keep it professional but let your personality come through!
Showcase Your Technical Skills:We’re keen on your technical expertise, so don’t hold back! Mention your experience with tools like Intelliflo, cashflow planning software, and any other relevant systems. This will help us see how you can hit the ground running.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Laithwaite Financial Services Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning, investments, and pensions. Be ready to discuss specific cases you've worked on and how you approached complex financial scenarios. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Attention to Detail
As a Senior Paraplanner, meticulous attention to detail is crucial. Bring examples of reports or analyses you've prepared in the past that highlight your thoroughness. During the interview, be prepared to discuss how you ensure accuracy in your work and how you handle compliance with regulations.
✨Be a Team Player
Collaboration is key in this role, so be ready to talk about your experience working with financial advisers and other team members. Share examples of how you’ve contributed to team success and how you handle feedback or differing opinions within a team setting.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and their investment strategies. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals. Plus, it gives you a chance to engage with the interviewers on a deeper level.
