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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