Senior Paraplanner (Chartered)

Job Description

Location: Outskirts of Woking (Office Based)

Is this the role you are looking for If so read on for more details, and make sure to apply today.

Hours: Full Time

Salary: Competitive and dependent on experience

Essential Requirements

To be considered for this role you must:

• 
  
• Hold Level 6 Advanced Diploma in Financial Planning (Chartered status preferable)

Have a minimum of 5 years' paraplanning experience within an Independent Financial Adviser (IFA) or Wealth Management firm

Live within a reasonable commutable distance from Woking

Be willing to work full-time from the office: This is a fully office-based role, encouraging close collaboration, knowledge sharing and team development

The Opportunity

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.

Key Responsibilities

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• Analyse client information from fact finds, existing records and adviser meeting notes

Conduct detailed financial analysis, including: cashflow modelling, pension and investment research, retirement planning, trust and IHT planning

Review and analyse existing client portfolios

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

Support advisers in preparation for client meetings and reviews

Attend client meetings where appropriate

Liaise with providers and maintain effective professional relationships

Work closely with advisers, administrators and compliance to ensure efficient and timely business processing

Maintain up-to-date technical knowledge of legislation, regulation and industry best practice

Contribute to the firm's Investment Committee and broader business initiatives

About You - You will have:

• 
  
• 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, xwzovoh investments, taxation, protection, trusts and estate planning

Experience using industry software such as Intelliflo, wrap platforms, FE Analytics and cashflow modelling tools

Excellent report-writing and communication skills

Outstanding attention to detail and quality standards

A proactive, solutions-focused approach

The ability to work effectively as part of a professional team

Residency within a practical commuting distance of Woking

What We Offer

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• Competitive salary based on experience

Discretionary annual bonus

25 days annual leave plus bank holidays

Company pension scheme

Death in service benefit

Ongoing professional development and support with further qualifications

Exposure to complex HNW financial planning cases

Opportunity to contribute to the Investment Committee

Friendly, professional and collaborative working environment

Free on-site parking