Senior Paraplanner Location: Woking, Surrey Role Summary An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser based on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers. Responsibilities * Analyse client information from Fact Finds, existing records and meeting notes * Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning * Support advisers ahead of client meetings/reviews and analyse client’s existing portfolios * Research products and services to make suitable recommendations * Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business * Attend client meetings with financial advisers when required * Work closely with al...