At a Glance
- Tasks: Conduct detailed research and analysis to support financial planning for high-net-worth clients.
- Company: Respected Independent Financial Adviser practice with a collaborative team culture.
- Benefits: Competitive salary, discretionary bonus, and 25 days annual leave.
- Other info: Opportunity for professional growth in a supportive office environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Level 4 Diploma in Financial Planning and 3 years' paraplanning experience required.
The predicted salary is between 50000 - 50000 £ per year.
All potential candidates should read through the following details of this job with care before making an application.
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. 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:
- Retirement planning and pension strategies
- Investment portfolio construction and review
- Inheritance Tax planning
- Trust and estate planning
- Protection planning
- HNW and complex client cases
Key Responsibilities:
- Conduct detailed research and technical analysis across pensions, investments, tax planning, protection, trusts and estate planning.
- Undertake cash flow modelling and scenario analysis.
- Review and analyse existing investment and pension arrangements.
- Ensure advice recommendations meet regulatory and compliance requirements.
- Contribute to the firm's Investment Committee and broader technical planning initiatives.
You will be an experienced Paraplanner with a strong technical knowledge base and a genuine passion for financial planning.
Requirements:
- 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.
- Experience working with high-net-worth clients.
- Experience using Intelliflo, FE Analytics and cash flow modelling software.
Salary up to £50,000 (depending on experience). Discretionary annual bonus. 25 days annual leave plus.
Senior Paraplanner /Paraplanner in 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
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner /Paraplanner in Woking
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We think you need these skills to ace Senior Paraplanner /Paraplanner in Woking
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✨Brush Up on Financial Analysis Skills
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