Paraplanner (Pensions)

All potential candidates should read through the following details of this job with care before making an application. Full-Time | Office-Based 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. 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 bank holidays. Company pension scheme. Full support for professional qualifications and career development. Exposure to complex and technically challenging financial planning work. Free on-site parking. This is a full-time, office-based position and applicants should live within a reasonable commuting distance of Woking.