Technical Paraplanner
Woking, free parking
Up to £55,000
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.
Working as part of a collaborative and supportive Paraplanning team, you’ll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
- Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
- Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review materials
- Attend client meetings where appropriate
- Contribute to the firm’s Investment Committee and stay up to date with financial planning legislation and best practice
Benefits:
- Salary up to £55,000
- 25 days annual leave + bank holidays
- Pension and death in service cover
- Discretionary annual bonus
- Career development support and exam funding
- Professional yet friendly office culture
- Free on-site parking
To be considered for this Paraplanner role:
- Diploma qualified (Level 4; working towards or holding Level 6 is advantageous
- 3+ years of paraplanning experience
- Proficient with Intelliflo (or similar), FE Analytics, cashflow software, and Microsoft Office
- A proactive team player with a professional and solution-focused approach
- Based locally or within a reasonable commute to Woking
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