Job Description
Senior Paraplanner – Woking, Surrey
£50,000 basic + bonus + benefits
1-2-1 role with Director
A boutique wealth planning firm based in Woking is looking to appoint a Senior Paraplanner to work directly alongside one of the Directors.
This is a genuinely close working relationship — not a pooled support role. You’ll operate on a 1-2-1 basis, handling the full technical process for both existing clients and new business written by the Director.
The firm advises a broad HNW client base across Surrey, Hampshire and Sussex, with assets ranging from £100,000 through to several million. Advice areas include pensions, investments, tax planning, retirement strategies, cashflow modelling and protection. Many client relationships span over 20 years, so the emphasis is very much on long-term, considered planning.
The role will involve:
* End-to-end paraplanning on complex cases
* Research and technical analysis across pensions and investments
* Drafting high-quality suitability reports
* Preparing pre-meeting documentation
* Attending selected client meetings
* Supporting the Director across ongoing client work
They are looking for someone with at least three years’ paraplanning experience within wealth management, and strong technical knowledge across pensions, investments and tax planning. Exposure to more complex or niche planning areas would be beneficial. Ideally, you’ll be working towards Chartered status.
Team fit is important here. It’s a small, professional firm where people work closely together, so attitude and approach matter just as much as technical ability.
On offer:
* £50,000 basic salary
* Bonus
* 25 days’ holiday
* Pension
* Death in service
* Full induction and ongoing training
If you’re an experienced Paraplanner who enjoys being properly involved in cases and wants a closer working relationship with an Adviser, this is well worth exploring.
Please get in touch with Jo at Financial Divisions for a confidential discussion