Senior Paraplanner

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 all members of the team to ensure timely business processing and submission * Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards * Maintain relationships with product and service providers * Active involvement within the in-house Investment Committee Requirements * Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma) * Must have at least 4 years’ experience as a Paraplanner * Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office * Technical competence in investments, pensions, tax allowances, protection, trusts and IHT * Conscientious and diligent with meticulous attention to detail * Excellent command of English, both verbal and in writing * Team player * Locally based or within a reasonable commutable distance from the office What we offer * Competitive Salary * 25 days holiday plus bank holidays * Pension * Discretionary annual bonus * Death in service cover * Support with career development and qualifications * Sociable and professional office environment * Free parking

Location: Woking, Surrey, GB

Posted Date: 11/4/2025