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