Paraplanner (Level 4 Diploma Qualified)
Location: Woking, Surrey
Salary: Up to £50,000 (dependent on experience) + bonus & benefits
A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases.
The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment.
Key Responsibilities
1. Analyse client information including fact finds, existing records and adviser meeting notes
2. Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
3. Support advisers in preparation for client meetings and reviews
4. Analyse existing client portfolios and identify planning opportunities
5. Research financial products and providers to support appropriate recommendations
6. Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
7. Attend client meetings alongside Financial Advisers when required
8. Work closely with internal teams to ensure efficient processing and submission of business
9. Keep up to date with regulatory developments and ensure compliance with industry standards
10. Maintain relationships with product providers and platforms
11. Contribute to internal investment discussions and committee activity
Requirements
12. Minimum Level 4 Diploma in Financial Planning (essential)
13. At least 2 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
14. Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
15. Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
16. Excellent attention to detail with strong written and verbal communication skills
17. Professional, organised and solution-focused approach
18. Strong team player able to work collaboratively within a technical team
19. Based locally or within a reasonable commuting distance of Woking
What’s on Offer
20. Salary up to £50,000 (negotiable depending on experience)
21. 25 days holiday + bank holidays
22. Company pension
23. Discretionary annual bonus
24. Death in service (3x salary)
25. Ongoing career development and support with further qualifications
26. Friendly, professional and sociable office environment
27. Free on-site parking
If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development.
Apply today to find out more.