We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients. As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team. This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.

What you’ll be doing:
*Conduct research and analysis on a range of financial products, including pensions, investments, and insurance.
*Prepare detailed, compliant reports and recommendations for Financial Planners.
*Assist in the creation and review of financial plans and strategies to meet clients’ needs and objectives.
*Ensure that all client files and recommendations are up-to-date, accurate, and compliant with regulatory standards.
*Collaborate with Financial Planners to support client meetings, providing technical input as needed.
*Act as a liaison with product providers, ensuring timely responses and efficient administration of client accounts.

Required Skills & Experience
*Proven experience in a Paraplanning role for 3+ years within a financial advisory firm.
*Level 4 Diploma in Financial Planning (required)
*Strong technical knowledge of pensions, investments, tax, and insurance.
*Excellent analytical skills with an eye for detail and accuracy.
*Proficiency in financial planning software and MS Office suite.
*Exceptional organizational skills and the ability to manage multiple tasks efficiently.
Benefits
*Competitive salary (£40,000 - £60,000 Negotiable) with discretionary annual bonus
*Pension scheme
*Private Medical Insurance allowance )
*Hybrid working 
*28 days annual leave + bank holidays
*Study support for CII Exams
*Free on-site parking
*Clear career pathway with opportunities in to advice
*Great culture & team events

What next?
Hit apply or contact Abi directly!
abi@enablerecruitment.co