Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Paraplanner

Woking
Posted: 16h ago
Offer description

We are offering an exciting opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser (IFA) firm based just outside Woking. Working closely within a dedicated Paraplanning team, you’ll support Financial Advisers on a wide range of high-net-worth and complex financial planning cases. This role suits a technically skilled, detail-oriented professional who enjoys problem-solving and thrives in a dynamic, client-focused environment. Key Responsibilities Analyse client information from Fact Finds, meeting notes, and existing records. Conduct in-depth financial analysis including cashflow modelling, investment and pension research, and inheritance tax planning. Support Financial Advisers with preparation for client meetings and reviews, including portfolio analysis and recommendations. Research financial products and services, ensuring suitable, compliant recommendations are made. Prepare high-quality, tailored Suitability Reports with full disclosures and illustrations Attend client meetings when required to support the advice process. Maintain up-to-date knowledge of regulations, tax legislation, and industry best practices. Build and manage relationships with product providers and support the in-house Investment Committee where required. Candidate Requirements Level 4 Diploma in Financial Planning (Level 6 or working toward it preferred). Minimum 4 years’ experience as a Paraplanner within an IFA or wealth management environment. Proficient in; Wrap platforms, Cashflow modelling tools, FE Analytics, Microsoft Office Suite Strong technical knowledge across pensions, investments, tax planning, trusts, protection, and IHT. Meticulous attention to detail with a conscientious, solution-focused approach. Excellent communication skills—both written and verbal. A team player with a proactive, professional attitude. Details: Competitive salary up to £55,000 (depending on experience) 25 days annual leave bank holidays Ongoing support for professional development and qualifications Free on-site parking For more details please apply or contact Tegan at Dynamite Recruitment

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Paraplanner
Farnborough (Hampshire)
Premier Jobs UK Limited
Similar job
Paraplanner
Farnborough (Hampshire)
Permanent
Premier Jobs UK Limited
£45,000 a year
Similar job
Paraplanner
Addlestone
Foster Denovo Limited
See more jobs
Similar jobs
jobs Woking
jobs Surrey
jobs England
Home > Jobs > Paraplanner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save