Profectus Fintech are recruiting for a Senior Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based in Woking. You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases.
This role requires a proven background in Paraplanning within an IFA or Wealth Management environment, along with strong technical knowledge across all areas of financial planning. You'll bring a professional approach, exceptional attention to detail, and a solutions-focused mindset. The successful candidate will play a key role in delivering high-quality technical and analytical support to the Chartered Adviser.
Responsibilities
* Analyse client information from fact finds, existing records, and meeting notes
* Conduct advanced financial analysis including cashflow modelling, pension and investment research, and IHT planning
* Work closely with the Chartered Adviser to prepare for client meetings and reviews
* Analyse clients' existing portfolios and provide supporting technical insight
* Research products and services and prepare well-reasoned recommendations
* Produce detailed suitability reports, disclosures, and illustrations across a range of advice areas including investments, transfers, drawdown, IHT, and protection
* Attend client meetings alongside the adviser when required
* Collaborate with the wider team to ensure efficient business processing and submission
* Keep up to date with legislation, regulatory expectations, and industry best practice
* Maintain strong relationships with product and service providers
* Contribute actively to the in-house Investment Committee
Requirements
* Level 6 Advanced Diploma in Financial Planning (minimum)
* At least 4 years' experience as a Paraplanner
* Competent with Intelliflo (or similar back-office systems), wrap platforms, FE Analytics, cashflow planning tools, and MS Office
* Strong technical knowledge across investments, pensions, tax planning, protection, trusts, and IHT
* Excellent written and verbal communication skills
If you feel you could be suitable, please apply for immediate consideration.
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