Job Description
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
* Analyse client information including fact finds, existing records and adviser meeting notes
* Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning
* Support advisers in preparation for client meetings and reviews
* Analyse existing client portfolios and identify planning opportunities
* Research financial products and providers to support appropriate recommendations
* Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning
* Attend client meetings alongside Financial Advisers when required
* Work closely with internal teams to ensure efficient processing and submission of business
* Keep up to date with regulatory developments and ensure compliance with industry standards
* Maintain relationships with product providers and platforms
* Contribute to internal investment discussions and committee activity
Requirements
* Minimum Level 4 Diploma in Financial Planning (essential)
* At least 2 years’ experience in a Paraplanning role within an IFA or Wealth Management firm
* Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning
* Experience using back-office systems such as Intelliflo, wrap platforms, FE Analytics and cashflow planning software
* Excellent attention to detail with strong written and verbal communication skills
* Professional, organised and solution-focused approach
* Strong team player able to work collaboratively within a technical team
* Based locally or within a reasonable commuting distance of Woking
What’s on Offer
* Salary up to £50,000 (negotiable depending on experience)
* 25 days holiday + bank holidays
* Company pension
* Discretionary annual bonus
* Death in service (3x salary)
* Ongoing career development and support with further qualifications
* Friendly, professional and sociable office environment
* 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.