Paraplanner – Woking
Hybrid working
Salary: Up to £55,000
This opportunity is ideal for experienced Paraplanners who have achieved (or are very close to achieving) the Level 6 Advanced Diploma in Financial Planning, and who enjoy being deeply involved in complex, high-quality financial planning work.
If you’re looking for a role where your technical expertise is genuinely valued, where the advice process is collaborative, and where you can work closely with advisers on sophisticated HNW cases, this role will likely appeal to you. You’ll also benefit from strong professional development support, a stable and respected working environment, and the chance to contribute meaningfully to client outcomes.
The Business
The firm is a well-established, highly respected independent financial planning practice with a strong reputation for delivering detailed, personalised financial advice. With decades of presence in the area, they focus on building long-term relationships and providing high-quality, holistic financial planning.
They operate as a modern, forward-thinking IFA business with a strong emphasis on high technical standards, ethical advice, a collaborative team culture and long-term client relationships rather than transactional work.
The business is growing steadily, supported by robust processes, high adviser retention, and a client base that includes professionals, business owners, and high-net-worth families.
The Role
As a key member of the paraplanning team, you’ll work closely with a couple of the senior advisers on a wide range of complex advice cases. A typical day might involve analysing fact find information, reviewing existing plans, and carrying out detailed financial modelling to support high-quality recommendations.
You’ll be preparing suitability reports across pensions, investments, IHT, protection and retirement planning, ensuring accuracy and clarity throughout. You’ll often work ahead of client meetings—examining portfolios, identifying planning opportunities, and helping advisers prepare for reviews.
There is also the opportunity to sit in on client meetings, contribute to the internal Investment Committee, and collaborate with colleagues across the business to ensure smooth and timely submission of cases.
This is a role suited to someone who enjoys varied, intellectually challenging work and wants to be part of a business that values precision, problem-solving and professional standards at the highest level.
Benefits
*Salary up to £55,000
*Discretionary annual bonus
*Hybrid working
*25 days holiday + bank holidays
*Employer pension
*Death in service cover
*Support with career development and further qualifications
*Free parking
*Sociable, professional and supportive working environment
*Opportunity to be involved in investment committee discussions
*Exposure to HNW and complex financial planning cases
How to Apply
Applying is straightforward — simply submit your CV through Reed and we will get in touch.
If you’re an experienced Paraplanner seeking a role where you can fully use your technical ability and be part of a respected, high-quality planning team, we’d love to hear from you.